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Advisory Research Inc
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CRD # | 108254 |
SEC # | 801-14172 |
CIK # | 0000902584 |
AUM | $641.6 MM (2024-03-26) |
Employees | 14 (57% Investors, 0% Brokers) |
Phone | 312-565-1414 |
Address | 180 N Stetson Avenue Chicago, IL 60601 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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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 ($BB) |
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Type | Form D Funds | Date | Sold ($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) |
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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 Partners | 2011 - 2024 |
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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 3/4/5 Subject | 2011 - 2024 |
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Nuveen All Cap Energy MLP Opportunities Fund | |
Advisory Research Inc |
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