Investment Research Partners
Investment Research Partners is an SEC-registered asset manager in Lemont, PA with $512.4M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Investment Research Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304315, SEC 801-116836, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $512.4M (2026-03-26)
- Firm type
- Asset Manager
- Location
- Lemont, PA
- Employees
- 6
- Clients
- 3
- CRD
- 304315
- Ownership
- WILDY, MARTIN, ANTHONY; CABER, GEOFFREY, PATRICK; FEINZIG, STUART, CHARLES; GREENFIELD, BRETT, A; VARNER, DEREK, WADE
How much AUM does Investment Research Partners have?
Investment Research Partners reported $512.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Investment Research Partners?
Disclosed owners and executives of Investment Research Partners include WILDY, MARTIN, ANTHONY, CABER, GEOFFREY, PATRICK, FEINZIG, STUART, CHARLES, GREENFIELD, BRETT, A, VARNER, DEREK, WADE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.