Advisory Research Inc

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Assets, Funds, Holdings

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Advisory Research Inc
CRD #108254
SEC #801-14172
CIK #0000902584
AUM $641.6 MM (2024-03-26)
Employees 14 (57% Investors, 0% Brokers)
Phone312-565-1414
Address180 N Stetson Avenue
Chicago, IL 60601
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
151296302001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MLR 0.3 0.0
MSFT 1,918.2 0.0
ESGR 3.8 0.0
TSM 437.4 0.0
AVGO 201.3 0.0
BELFB 0.2 0.0
TRS 1.1 0.0
VVI 0.6 0.0
VZ 211.9 0.0
MRK 232.4 0.0
View All
Holdings by Sector ($BB)
25201510502013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Ari Founders Fund LP [2022-03-31] 2.8 0.9
HF Advisory Research Partners Fund LP [2019-03-29] 62.3 95.7
HF Advisory Research Non-US Smaller Companies Fund LP 2017-03-30 0.0
HF Ari 1740 Fund LP [2016-03-30] 263.9 237.5
HF Advisory Opportunities Fund LP [2012-09-04] 28.7 14.1
HF Advisory Research All Cap Value Fund LP 2012-03-29 0.0
HF Advisory Research Energy Fund LP 2012-03-29 61.6
HF Advisory Research Global Small Cap Fund LP [2012-03-29] 8.8 0.0
HF Advisory Research International Value Fund LP [2012-03-29] 187.6 0.0
HF Advisory Research Micro Cap Value Fund LP 2012-03-29 0.0
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 175 0.1
(b) Individuals (high net worth individuals) 69 0.2
(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 2 0.1
(g) Pension and profit sharing plans 3 0.0
(h) Charitable organizations 12 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 22 0.2
(n) Other 0 0.0
Total 284 0.6
By Discretionary
Discretionary 284 0.6
Non-Discretionary 0 0.0
Total 284 0.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.6
Total 284 0.6
Limited Partners2011 - 2024
Alaska Division of Retirement and Benefits
Form D Directors # Filings # Firms 2011 - 2024
Thomas Smith 84
Christopher Crawshaw 21
Timothy Carter 19
David Heller 39
Brien Obrien 28
John Gallop 24
Debbra Schoneman 19
Heather Calby 16
Laura Moret 15
Susan Steiner 14
View All
EDGAR Form CIK 2011 - 2024
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 JP Energy 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]
Advisory Research Inc Evolution Petroleum Corp [2016-02-16]
Advisory Research Inc Knot Offshore Partners LP [2016-02-16]
Form 3/4/5 Subject 2011 - 2024
Nuveen All Cap Energy MLP Opportunities Fund
Advisory Research Inc
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Frontier Global Partners LLC
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AtlasMark Financial Inc
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Fort Sheridan Advisors LLC
IL 0.6
Knightsbridge Asset Management LLC
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Synergy Fund Management Group Limited
0.6
Maytech Global Investments LLC
NY 0.6
Essex Investment Management Company LLC
MA 0.6
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