Investment Research Partners
Firm details
- Headquarters
- Lemont, Pennsylvania
- CRD number
- 304315
- Registered since
- June 24, 2019
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Other Investment Advisers83.4%
- Pooled Investment Vehicles16.6%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Investment Research Partners is an LLC that registered with the SEC in 2019 and operates as an adviser to institutional clients while also providing portfolio management for individuals, small businesses, and other institutions. The firm offers multi-fee arrangements—percentage of AUM, hourly, fixed fees, and performance-based fees—and identifies itself as an active ESG investor. It also functions as a sponsor/GP and managing member of pooled investment vehicles, indicating an adviser role that extends into running private funds and other pooled structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities28%
- Private Funds16%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
3 of 9
Meredith Henderson
Investment AnalystCRD 5797951
Martin Wildy
PartnerCRD 4264267
Geoffrey Caber
Co-FounderCRD 2294747
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$117M in ETFs
95%
$111M
5%
$5.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $10.3M | 104,143 | 8.83% |
Location
Lemont, PA
Centre
Location
Lemont, PA
Headquartered in Lemont, PA, anchoring the State College-DuBois, PA metro in the Northeast.
- Metro area
- State College-DuBois, PA
- Region
- Northeast
- County
- Centre
- Address
- 8011 Pike St
- Time zone
- ET (UTC-5)
- Office locations
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