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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Investment Research Partners LLC
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|---|---|
| CRD # | 304315 |
| SEC # | 801-116836 |
| CIK # | 0002069274 |
| AUM | $359.6 M (2025-04-30) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 814-966-7206 |
| Address | 8011 Pike Street Lemont, PA 16851 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | New Lantern Hedged Equity Fund LP | [2024-05-01] | 3.5 | 1.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 77.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 281.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 626 | 359.6 |
| By Discretionary | ||
| Discretionary | 626 | 359.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 626 | 359.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 359.6 | |
| Total | 626 | 359.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Allison | 3 | ||
| New Lantern Capital LLC | 1 | ||
| Investment Research Partners LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0002069274] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Investment Research Partners LLC | |
| OneAscent Capital Opportunities Fund |
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