| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Foundation Premium Income Fund, LP | Hedge | $56.2M | $250K |
| Foundation Global Infrastructure Fund, LP | Hedge | $19.7M | $250K |
| New Lantern Hedged Equity Fund, LP | Hedge | $1.7M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashleigh Cooper Swayze Control | Chief Compliance Officer | Under 5% | 2020 |
| Brett A Greenfield Control | Partner | 10-25% | 2020 |
| Derek Wade Varner Control | Partner | 10-25% | 2021 |
Investment Research Partners LLC reports $359.6 million in regulatory assets under management on its Form ADV.
Investment Research Partners LLC manages 3 private funds with combined gross assets of $77.7 million.
Investment Research Partners LLC reports 6 employees.
Investment Research Partners LLC is based in Lemont, PA and has been SEC-registered since 2019.
Investment Research Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 801-1 Pike Street, Lemont, PA 16851 |
| Phone | 814-966-7206 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $359.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $359.6M |