ADVISORY RESEARCH INC

RIASEC RegisteredEst. 1978

Total AUM

$991M

Discretionary

$989M

100% of AUM

Avg account

$2.2M

Accounts

444

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 108254
Registered since: November 7, 1978
Website: www.advisoryresearch.com
Custodians: JEFFERIES LLC, J.P. MORGAN SECURITIES INC., UBS FINANCIAL SERVICES INC., BOFA SECURITIES, INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI27.45%
Pooled Investment Vehicles26.37%
Corporations / Businesses20.52%
Charitable Organizations12.87%
Individuals10.17%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Advisory Research Inc. is a corporate-structured investment adviser registered with the SEC since 1978 that operates with a hedge fund orientation. The firm provides portfolio management across a range of client types — individuals and families as well as institutional investors — and manages separate accounts, pooled investment vehicles and investment companies. Its compensation model combines a percentage-of-AUM fee with performance-based fees, and the firm acts as sponsor, general partner and managing member for pooled vehicles it oversees. Advisory Research is not registered as a multi-state adviser for expanded ESG activity and does not market itself primarily as a third-party capital allocator.