March 02, 2015 12:58 AM ET

Capital Markets

Company Overview of Advisory Research, Inc.

Company Overview

Advisory Research, Inc. is a privately owned investment manager. The firm primarily provides its services to high-net-worth individuals, banking or thrift institutions, investment companies, pension and profit-sharing plans, university endowments, private and public foundations, corporations, state or municipal government entities, limited partnerships, and WRAP programs. It manages separate client-focused equity portfolios. The firm launches and manages equity mutual funds and hedge funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm primarily invests in value stocks of micro-cap, small-cap, mid-cap, and large-cap companies. It makes in...

Two Prudential Plaza

Suite 5500

180 North Stetson Avenue

Chicago, IL 60601

United States

Founded in 1974

Phone:

312-565-1414

Fax:

312-565-2002

Key Executives for Advisory Research, Inc.

Chief Executive Officer, Chairman, Chief Investment Officer, Chief Compliance Officer, and Portfolio Manager
Age: 57
President and Portfolio Manager
Age: 81
President, Managing Director, and Secretary
Age: 47
Managing Director
Compensation as of Fiscal Year 2014.

Advisory Research, Inc. Key Developments

Advisory Research, Inc. Announces Management Changes

Piper Jaffray Companies and Brien O'Brien, the company’s head of asset management, have agreed that Mr. O'Brien's employment agreement with the company entered into on January 9, 2012 will be terminated without cause. The company provided Mr. O'Brien formal written notice of termination pursuant to the employment agreement on October 31, 2013. Mr. O'Brien will remain with the company until March 31, 2014, while he transitions his duties and responsibilities. Chris Crawshaw, President of Advisory Research, Inc. will assume the role of CEO of Advisory Research, Inc. on January 1, 2014.

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Recent Private Companies Transactions

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No transactions available in the past 12 months.
 

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