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INVESTMENT RESEARCH PARTNERS
Legal name: INVESTMENT RESEARCH PARTNERS LLC
CRD 304315File 801-116836
APPROVED
Custody
Disclosure events
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$512.4M
Above cohort median (national)
Discretionary AUM
$427.3M
Non-discretionary $85.1M
Clients
3
799 accounts
Employees
6
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 24, 2019
- Principal office
- 801-1 PIKE STREET, LEMONT, PA, 16851
- Phone
- 814-966-7206
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $512.4M
- Discretionary AUM
- $427.3M
- Non-discretionary AUM
- $85.1M
- Discretionary accounts
- 796
- Non-discretionary accounts
- 3
- Total accounts
- 799
- AUM per client
- $170.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $427.3M |
| Pooled investment vehicles | 3 | $85.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.