The INVESTMENT RESEARCH CORP is a privately held investment adviser that advises $135.16mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. INVESTMENT RESEARCH CORP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 48.56% over the last 5-years.
The Group has been registered with the SEC for 54.3 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1636 NORTH LOGAN STREET, DENVER, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 22 employees comprised of 17 investment and 5 non-investment staff. The total number of Employees increased by 29.41% over the last 5-years.
Their $135.16mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 5 other accounts. Assets of High Net Worth Individuals clients own $59.15mn or 43.77% of Total Assets and Individuals own $41.24mn or 30.51% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $22.35mn in assets.
The Group discloses fixed fees and management fees.
INVESTMENT RESEARCH CORP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.