Advisory Research Inc

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Total AUM ($BB) Copy

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 Partners	2011 - 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
Cari Ann Hopfensperger	16
Matthew Swaim	11
Bruce Zessar	8
Jim Cunnane	8
Ellen Freeman	7
Gina Baeg	5
Tim Carter	9
Advisory Research Inc	2
Andrew Cupps	1
Ari Partners GP LLC	1
Adam Steffanus	1

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

Comparable Firms	State	AUM ($BB)
Alden Capital Management Inc ✚	PA	0.7
Drake Capital Advisors LLC ✚	CT	0.7
Night Owl Capital Management LLC ✚	CT	0.7
Frontier Global Partners LLC ✚	CA	0.7
AtlasMark Financial Inc ✚	TX	0.6
Fort Sheridan Advisors LLC ✚	IL	0.6
Knightsbridge Asset Management LLC ✚	CA	0.6
Synergy Fund Management Group Limited ✚		0.6
Maytech Global Investments LLC ✚	NY	0.6
Essex Investment Management Company LLC ✚	MA	0.6

Assets, Funds, Holdings