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)
Fees
Minimum
Phone	312-565-1414
Address	180 N Stetson Avenue Chicago, IL 60601
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

CIK	Period
0000902584	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0000902584

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
	Daily Journal Corp	0.0
	Philip Morris International Inc	0.0
	Broadcom Inc	0.0
	CME Group Inc	0.0
	Legacy Housing Corp	0.0
	American Electric Power Co Inc	0.0
	John Bean Technologies Corp	0.0
	Coach Inc	0.0
	AbbVie Inc	0.0
	APA Corp	0.0
	Microsoft Corp	0.0
	Matador Resources Co	0.0
	KB Financial Group Inc	0.0
	ACV Auctions Inc	0.0
	Intuit Inc	0.0
	Hubbell Inc	0.0
	GlaxoSmithKline PLC	0.0
	Comcast Corp	0.0
	Facebook Inc	0.0
	Lamar Advertising Co/New	0.0
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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
View All

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