Advisory Research Inc
Legal Name: ADVISORY RESEARCH INC
Full Contact Details
Advisory Research Inc
180 N STETSON AVENUE, SUITE 5500, CHICAGO, IL
312-565-1414
312-565-2002
Other Info
Advisory Research Inc, also known as ADVISORY RESEARCH INC, is a DE Corporation with 30 employees, 16 of whom serve in advisory roles. The firm has earned SEC approval and has been registered since November 7, 1978. It serves a total of 9 clients.
Advisory Research — Advisory Research
Advisory Research Investment Management is an independent boutique asset manager based in Chicago. Our actively managed strategies include U.S. value and growth, global core equity, and energy equity. We offer separate account management as well as private funds to institutional and intermediary inv…
Direct Owners
-
DEBBRA LYNN SCHONEMAN
DIRECTOR owns less than 5%
-
JAMES JOSEPH CUNNANE
DIRECTOR AND CHIEF INVESTMENT OFFICER OF MLP INVESTMENT TEAM owns less than 5%
-
LAURA MARIE MORET
CHIEF LEGAL OFFICER owns less than 5%
-
MATTHEW KENT SWAIM
DIRECTOR AND CHAIR OF EXECUTIVE COMMITTEE owns less than 5%
-
PIPER JAFFRAY ASSET MANAGEMENT INC.
OWNER owns 75% or more
-
SUSAN LYNN STEINER
CHIEF COMPLIANCE OFFICER owns less than 5%
-
BRUCE MICHAEL ZESSAR
DIRECTOR owns less than 5%
-
ELLEN DRINAN FREEMAN
CHIEF OPERATING OFFICER AND DIRECTOR owns less than 5%
-
KENTON KELLER PETTIT
CHIEF COMPLIANCE OFFICER owns less than 5%
-
OSTARA, INC.
OWNER owns 75% or more
Indirect Owners
-
PIPER JAFFRAY COMPANIES
PARENT owns 75% or more
Prime Brokers
-
JEFFERIES LLC
United States -
PERSHING LLC
United States -
THE BANK OF NEW YORK MELLON
United States -
BNY MELLON
United States