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 a privately owned LLC that provides portfolio management for both individual/small-business clients and institutional/business clients. The firm registered with the SEC in 2019 and is run under individual ownership; it does not position itself as a capital allocator. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee and performance-based structures. The firm identifies as an active ESG investor and reports roles beyond advisory work, including acting as an investment adviser sponsor and a managing member or general partner of pooled vehicles.
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 9MEREDITH 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 62Active vs passive
$110M in ETFs
95%
$105M
4%
$5.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB) | BlackRock | Passive | Muni National Short | $9.6M | 90,494 | 8.74% |
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
Similar firms
AVAIL INVESTMENT PARTNERS, LLC
RIALEMONT, PA
VENATOR MANAGEMENT LLC
RIAPITTSBURGH, PA
TAURUS PRIVATE MARKETS, LLC
RIAMALVERN, PA
BLUESPHERE ADVISORS LLC
RIAEAST NORRITON, PA
EAB INVESTMENT GROUP, LLC
RIABALA CYNWYD, PA
NORTHSTAR FINANCIAL COMPANIES, INC.
RIACONSHOHOCKEN, PA