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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $359,601,103 | $512,374,995 | increased by$152,773,892 |
| Apr 1, 2026 | Accounts | 626 | 799 | increased by173 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 3 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $406,068,728 | $359,601,103 | decreased by$46,467,625 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 657 | 626 | decreased by31 |
| Apr 1, 2022 | Employees | 5 | 7 | increased by2 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | AUM | $299,100,689 | $406,068,728 | increased by$106,968,039 |
| Apr 1, 2022 | Accounts | 625 | 657 | increased by32 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVESTMENT RESEARCH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESTMENT RESEARCH” may also match similarly-named firms). Confirm identity against each filing.
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.