Advisory Research Inc

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Advisory Research Inc ✚
CRD #	108254
SEC #	801-14172
CIK #	0000902584
AUM	991.3 M (2026-03-20)
Employees	14 (57% Investors, 0% Brokers)
Phone	312-565-1414
Address	180 N Stetson Avenue Chicago, IL 60601
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($B)
	Trimas Corp	0.0
	KAR Auction Services Inc	0.0
	Myers Industries Inc	0.0
	Taiwan Semiconductor Manufacturing Co Ltd	0.0
	Alphabet Inc	0.0
	VIAD Corp	0.0
	Bel Fuse Inc /NJ	0.0
	Dr Pepper Snapple Group Inc	0.0
	MGIC Investment Corp	0.0
	National Presto Industries Inc	0.0
View All

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold	AUM
HF	Ari Founders Fund LP	[2022-03-31]	2.8 M	0.0 M
	Filed 2025-06-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Advisory Research Partners Fund LP	[2019-03-29]	207.7 M	214.4 M
	Filed 2026-01-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Advisory Research Non-US Smaller Companies Fund LP	2017-03-30
HF	Ari 1740 Fund LP	[2016-03-30]	263.9 M	237.5 M
	Filed 2022-09-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Advisory Opportunities Fund LP	[2012-09-04]	28.7 M	14.1 M
	Filed 2016-04-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Advisory Research All Cap Value Fund LP	2012-03-29
HF	Advisory Research Energy Fund LP	2012-03-29		61.6 M
HF	Advisory Research Global Small Cap Fund LP	[2012-03-29]	8.8 M
	Filed 2016-07-29 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Advisory Research International Value Fund LP	[2012-03-29]	187.6 M
	Filed 2021-01-06 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Advisory Research Micro Cap Value Fund LP	2012-03-29
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AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	275	0.1
(b) Individuals (high net worth individuals)	130	0.3
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	1	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	3	0.3
(g) Pension and profit sharing plans	3	0.0
(h) Charitable organizations	14	0.1
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	18	0.2
(n) Other	0	0.0
Total	444	1.0
By Discretionary
Discretionary	436	1.0
Non-Discretionary	8	0.0
Total	444	1.0
By Non-United States Persons
Non-United States Persons		0.1
United States Persons		0.9
Total	444	1.0

Limited Partners	2011 - 2026
Alaska Division of Retirement and Benefits

Form D Directors	Role	# Filings	# Firms
Thomas Smith	Director	100	8
David Heller	Executive Officer	42	4
Brien O'Brien	Director, Executive Officer	28	4
John Gallop	Director	25	4
Christopher Crawshaw	Executive Officer	21	4
Timothy Carter	Executive Officer	19	4
Debbra Schoneman	Director, Executive Officer	19	3
Cari Ann Hopfensperger	Executive Officer	16	3
Heather Calby	Executive Officer	16	3
Laura Moret	Executive Officer	15	3
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0000902584]
3	[0000902584]
SC 13G	[0000902584]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Advisory Research Inc	Epsilon Energy Ltd	[2020-02-18]
Advisory Research Inc	Sundance Energy Inc	[2020-02-14]
Advisory Research Inc	Advisory Research Inc	[2020-02-14]
Advisory Research Inc	Advisory Research Inc	[2020-02-14]
Advisory Research Inc	Evolution Petroleum Corp	[2016-02-16]
Advisory Research Inc	JP Energy Partners LP	[2016-02-16]
Advisory Research Inc	Knot Offshore Partners LP	[2016-02-16]
Advisory Research Inc	Summit Midstream Partners LP	[2016-02-16]
Advisory Research Inc	Teekay Offshore Partners LP	[2016-02-16]
Advisory Research Inc	Enbridge Energy Management L L C	[2016-02-16]

Firm Profile (Form ADV)
Discretionary AUM	$5.6B
Clients	4 (2 non-US)
Serves	Institutional, Retail
Fund Types	Hedge Fund
LEI	5493002KJ2LLK14DRK71

Form 3/4/5 Subject	2011 - 2026
Advisory Research Inc
Nuveen All Cap Energy MLP Opportunities Fund

Comparable Firms	State	AUM
East Coast Asset Management LLC ✚	MA	1,006.1 M
Quantum Capital Management LLC ✚	NJ	1,003.2 M
Kabouter Management LLC ✚	IL	992.5 M
Encompass More Asset Management LLC ✚	CA	984.9 M
Semper Augustus Investments Group LLC ✚	CO	982.2 M
Prytania Investment Advisors LLP ✚		981.7 M
Patton Fund Management Inc ✚		977.2 M
Night Squared LP ✚	NY	976.1 M
Satovsky Asset Management LLC ✚	NY	974.8 M
Odeon Capital Advisors LLC ✚	NY	967.5 M

Advisory Research Inc

Assets, Funds, Holdings