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Advisory Research, Inc.

180 North Stetson, Suite 5500
Chicago, Illinois 60601
United States
 
Contact :      Ms. Jen Katz
Phone :       312-565-1414
Fax :             312-565-1418
Email :         requestinfo@advisoryresearch.com
Web :           http://www.advisoryresearch.com

Advisory Research, Inc. Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $8,876
Tax-Exempt Managed ($Mil) : $3,544
Taxable Assets Managed ($Mil) : $55,333
Year Founded : 1974
Wrap Programs Offered? : Yes
# of Accounts Managed : 946
In-House Research : 95 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands
  $
  $
  $

Advisory Research, Inc. History

Advisory Research, Inc. (ARI), is a Registered Investment Advisor located in Chicago, IL. Advisory Research, Inc. (ARI) was founded in July 1974 to provide investment management services to a select group of clientele. In 1975, ARI became a registered investment advisor and in July 1978 ARI registered with the SEC. From its inception through the mid 1980s, the firm was exclusively a fixed income management firm. In the mid 1980s, ARI began managing equities with a small cap, value orientation for our clients and the Small Cap Value product began in January 1987. Effective March 1, 2010, ARI merged with Piper Jaffray Companies (PJC). At that time ARI became a wholly-owned subsidiary of PJC. ARI plans to continue to operate independently with asset management being its only business. During the first quarter of 2012, Advisory Research, Inc. formalized its relationship with the St. Louis-based management team, FAMCO MLP. FAMCO MLP became a division of Advisory Research, Inc. on March 30, 2012. The MLP team's 14-person, dedicated advisory and support team including investment management, research, trading, client servicing, and compliance have been transferred to ARI and will continue to provide MLP investment services to its clients from its St. Louis office. FAMCO MLP has since changed its name to Advisory Research, Inc.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
632
$698.8
 
Limited Partnership :
12
$364.6
 
Foundations :
82
$1133.4
ERISA :
20
$224.7
Unions, Taft-Hartley :
4
$291.0
Public :
23
$1571.3
Others :
173
$4592.2
Total # of Professional : 72 Analysts : 19
Portfolio Managers : 11 Traders : 5
Client Service : 20 Operation : 17

Advisory Research, Inc. Personnel

Ms.  Amelia  Stephens

Marketing Associate
Tel : 312-565-4667
Email: astephens@advisoryresearch.com

Advisory Research, Inc. Product Name

U.S. Small Cap Value Equity:Privately Managed Accounts
U.S. Small Mid Cap Value:Privately Managed Accounts
U.S. All Cap Value:Privately Managed Accounts
U.S. Small Cap Growth:Privately Managed Accounts
U.S. Mid Cap Growth:Privately Managed Accounts
U.S. All Cap Growth:Privately Managed Accounts
Japan Value:Privately Managed Accounts
U.S. Concentrated Growth Strategy:Privately Managed Accounts
U.S. Large Cap Growth:Privately Managed Accounts
Report Created: December,15 2018.  Copyright Money Manager Review , All rights Reserved.
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