The INVESTMENT RESEARCH PARTNERS is a privately held investment adviser that advises $696.83mn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. INVESTMENT RESEARCH PARTNERS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 132.98% over the last 5-years.
The Group has been registered with the SEC for 7.11 years and is comprised of 2 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 801-1 PIKE STREET, LEMONT, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 10 investment and 4 non-investment staff. The total number of Employees increased by 180% over the last 5-years.
Their $696.83mn in assets advised are owned by 3 private funds, 1 public fund and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $160.17mn or 22.99% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $85.07mn or 12.21% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Infrastructure and Long/Short Equity, representing 63.67%, 27.58% and 8.75% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
INVESTMENT RESEARCH PARTNERS names 1 sub-adviser ABUNDANCE WEALTH COUNSELORS, LLC to 2 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.