Data / Investment advisers / Pennsylvania / Investment Research Partners
Investment Research Partners, Lemont, PA: $512 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Investment Research Partners is an SEC registered investment adviser with its main office in Lemont, Pennsylvania and reports $512 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include other investment advisers and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 3 private funds.
The request: Watch Investment Research Partners (CRD number 304315): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 304315
- SEC file number
- 801-116836
- SEC status
- Approved, effective June 24, 2019
- Legal name
- Investment Research Partners LLC
- Main office
- 801-1 Pike Street, Lemont, PA 16851
- Phone
- (814) 966-7206
- Regulatory AUM
- $512,374,995 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $427,302,171
- Non discretionary AUM
- $85,072,824
- Accounts
- 799
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Private funds
- 3: 3 hedge funds
- Gross assets of private funds
- $85,072,824
- Other offices
- 6
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $427.3 million |
| Pooled investment vehicles | 3 | $85.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $512.4 million | March 26, 2026 |
| December 1, 2025 | $359.6 million | October 1, 2025 |
Other advisers in Pennsylvania
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Stanley-Laman Group LTD. | Berwyn | $1.02 billion | 1 | adviserinfo.sec.gov |
| Hudock Capital Group | Williamsport | $1.00 billion | Not listed | adviserinfo.sec.gov |
| Ellis Investment Partners, LLC | Berwyn | $986.8 million | Not listed | adviserinfo.sec.gov |
| Barton Investment Management, LLC | W. Conshohocken | $984.7 million | Not listed | adviserinfo.sec.gov |
| Aufman Associates Inc | Sewickley | $971.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pennsylvania
- Advisers with $500 million to $1 billion in AUM
- Advisers serving other investment advisers
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Investment Research Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.