February 23, 2018 6:12 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.

President and Portfolio Manager
Age: 84
President, Managing Director, and Secretary
Age: 50
Managing Director
Managing Director and Portfolio Manager
Compensation as of Fiscal Year 2017.

Advisory Research, Inc. Key Developments

Advisory Research, Inc. Presents at Master Limited Partnerships Association 2017 MLP Investor Conference, Jun-02-2017 10:15 AM

Advisory Research, Inc. Presents at Master Limited Partnerships Association 2017 MLP Investor Conference, Jun-02-2017 10:15 AM. Venue: Hyatt Regency Orlando, 9801 International Drive, Orlando, Florida, United States. Speakers: James Joseph Cunnane, Co - Portfolio Manager.

Advisory Research, Inc. Announces Hiring of Stephen Evan as Private Client Investment Advisor

Advisory Research, Inc. announced the hiring of Stephen Evans as a private client investment advisor for the firm. Evans has 30 years of investment experience and prior to joining Advisory Research, was most recently at U.S. Trust, Bank of America Private Wealth Management.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
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