| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Advisory Research Partners Fund, L.P. | Hedge | $147M | $1M |
| Ari Founders Fund, LP | Hedge | $923K | $200K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Michael Zessar Control | Chief Compliance Officer, Corporate Secretary And Managing Director | Under 5% | 2019 |
| Matthew Kent Swaim Control | Chairman, Chief Executive Officer, And Director | Under 5% | 2019 |
| Ostara Holdco, Inc. Control | Owner | Over 75% | 2019 |
Advisory Research Inc reports $721.5 million in regulatory assets under management on its Form ADV.
Advisory Research Inc manages 2 private funds with combined gross assets of $148 million.
Advisory Research Inc reports 14 employees.
Advisory Research Inc is based in Chicago, IL and has been SEC-registered since 1978.
Advisory Research Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 180 N Stetson Avenue, Suite 5500, Chicago, IL 60601 |
| Phone | 312-565-1414 |
| Fax | 312-565-1418 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 902584 |
| Discloses disciplinary history | No |
| Discretionary | $718.8M |
| Non-discretionary | $2.7M |
| Total (RAUM) | $721.5M |