Advisory Research Inc

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Advisory Research Inc ✚
CRD #	108254
SEC #	801-14172
CIK #	0000902584
AUM	$721.5 M (2025-03-18)
Employees	14 (64% 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)
	Bel Fuse Inc /NJ	0.0
	Trimas Corp	0.0
	Philip Morris International Inc	0.0
	Broadcom Inc	0.0
	Taiwan Semiconductor Manufacturing Co Ltd	0.0
	KAR Auction Services Inc	0.0
	VIAD Corp	0.0
	MGIC Investment Corp	0.0
	Microsoft Corp	0.0
	John Bean Technologies Corp	0.0
View All

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
HF	Ari Founders Fund LP	[2022-03-31]	2.8	0.9
HF	Advisory Research Partners Fund LP	[2019-03-29]	137.1	147.0
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
HF	Advisory Research Small Cap Value Fund II LP	[2012-03-29]	179.3	0.0
HF	Advisory Research Small Cap Value Fund LP	2012-03-29		0.0
HF	Advisory Research Small Cap Value Opportunity Fund LP	[2012-03-29]	1.2	1.1
HF	Advisory Research Small/Mid Cap Value Equity Fund II LP	2012-03-29		0.0
HF	Advisory Research Small/Mid Cap Value Equity Fund LP	2012-03-29		0.0
HF	Advisory Research Value Income Fund II LP	2012-03-29		12.6
HF	Advisory Research Value Income Fund LP	2012-03-29		89.1
HF	The S&P 500 Index Equally Weighted Fund LP	[2012-03-29]	81.8	0.0
Other	Advisory Research Mid Cap Growth Fund LLC	2012-03-28		0.0
Other	Advisory Research Small Cap Growth Fund	[2012-03-28]	3.0	4.2
HF	Advisory Research Vision Fund	[2012-03-28]	5.6	8.8
HF	Endeavor Fund	[2012-03-28]	1.1	5.6

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	176	0.1
(b) Individuals (high net worth individuals)	77	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	293	0.7
By Discretionary
Discretionary	286	0.7
Non-Discretionary	7	0.0
Total	293	0.7
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		0.7
Total	293	0.7

Limited Partners	2011 - 2025
Alaska Division of Retirement and Benefits

Form D Directors	# Filings	# Firms	2011 - 2025
Thomas Smith	90
David Heller	41
Brien Obrien	28
John Gallop	25
Christopher Crawshaw	21
Timothy Carter	19
Debbra Schoneman	19
Cari Ann Hopfensperger	16
Heather Calby	16
Laura Moret	15
View All

EDGAR Form	CIK	2011 - 2025
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]

Form 3/4/5 Subject	2011 - 2025
Advisory Research Inc
Nuveen All Cap Energy MLP Opportunities Fund

Comparable Firms	State	AUM ($B)
Bayshore Capital Advisors LLC ✚	FL	0.7
Pier Capital LLC ✚	CT	0.7
Skylands Capital LLC ✚	WI	0.7
Chesapeake Asset Management LLC ✚	NY	0.7
Dudley & Shanley Inc ✚	FL	0.7
Summit Street Capital Management LLC ✚	NY	0.7
Insight Advisors LLC ✚	PA	0.7
New Legacy Group LLC ✚	NY	0.7
PCJ Investment Counsel Ltd ✚		0.7
P/E Global LLC ✚	MA	0.7

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Advisory Research Inc

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