Advisory Research is a fund manager in Chicago with $1.49 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Advisory Research Inc/heller David B
SEC CIK
IRS number
362831881
SEC advisor number
801-14172
FINRA CRD number
108254
AUM ?
$641.61 mm
(as of 26 Mar 24)
Accounts
284
(as of 26 Mar 24)
Employees
14
(8 investment advisory or research)
Address
Advisory Research
180 N. STETSON AVENUE
SUITE 5500
CHICAGO
IL 60601
180 N. STETSON AVENUE
SUITE 5500
CHICAGO
IL 60601
Phone
312-565-1414
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Advisory Research Inc | $1.49 bn | |
Advisory Research Energy Fund, L.P. | $48.46 mm | Hedge Fund |
Advisory Research International Value Fund, L.P. | Hedge Fund | |
Advisory Research Partners Fund, L.P. | $38.24 mm | Hedge Fund |
Advisory Research Small Cap Growth Fund | $6.88 mm | Other Private Fund |
Advisory Research Vision Fund | $18.05 mm | Hedge Fund |
Ari 1740 Fund, L.P. | $223.72 mm | Hedge Fund |
Ari Founders Fund, LP | $2.81 mm | Hedge Fund |
Endeavor Fund | $17.87 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
SC 13G/A
Epsilon Energy Ltd.
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Aug 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22