Investment Research Partners

Overview

Investment Research Partners is a limited liability company that operates as an institutional registered investment adviser. The firm is registered with the SEC (registered in 2019) and describes its client base primarily as institutional, while also providing portfolio management for individuals, small businesses, and business or institutional clients. Ownership is held by an individual and the firm serves as an adviser and sponsor in various pooled vehicles, including acting as a general partner/managing member for some funds. The firm charges a mix of fee types—percentage of AUM, hourly, fixed fees, and performance-based fees—and identifies itself as an active ESG investor. Its activities include both discretionary and non-discretionary portfolio management and relationships with third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices