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| Investment Research Partners LLC
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| CRD # | 304315 |
| SEC # | 801-116836 |
| CIK # | 0002069274 |
| AUM | 512.4 M (2026-03-26) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 814-966-7206 |
| Address | 8011 Pike Street Lemont, PA 16851 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.3 | ||
| Ciena Corp | 8.1 | ||
| Apple Inc | 6.7 | ||
| Alphabet Inc | 4.6 | ||
| Microsoft Corp | 4.4 | ||
| Broadcom Inc | 3.1 | ||
| Facebook Inc | 2.9 | ||
| Johnson & Johnson | 2.0 | ||
| Cisco Systems Inc | 1.9 | ||
| United Parcel Service Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | New Lantern Hedged Equity Fund LP | [2024-05-01] | 3.5 M | 7.4 M |
| Filed 2025-06-13 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Foundation Global Infrastructure Fund LP | [2023-03-16] | 12.7 M | 23.5 M |
| Filed 2023-06-28 (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 | Foundation Premium Income Fund LP | [2020-11-04] | 73.3 M | 54.2 M |
| Filed 2023-06-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 85.1 |
| (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 | 427.3 |
| (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 | 799 | 512.4 |
| By Discretionary | ||
| Discretionary | 796 | 427.3 |
| Non-Discretionary | 3 | 85.1 |
| Total | 799 | 512.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 512.4 | |
| Total | 799 | 512.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Richard Defluri | Executive Officer | 8 | 2 | |
| Michael Allison | Executive Officer | 3 | 2 | |
| New Lantern Capital LLC | Executive Officer | 1 | 1 | |
| Investment Research Partners LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002069274] | |
| 3 | [0002069274] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Investment Research Partners LLC | |
| OneAscent Capital Opportunities Fund |
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