Advisory Research Inc
● SEC registered since 1978CRD 108254SEC# 801-14172Chicago, IL
Ranks #3,013 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$991.3M
Fund GAV
$214.4M
Private funds
2
Employees
14
Accounts
444
Location
Chicago, IL
Advisory Research Inc assets under management
Advisory Research Inc operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 1978. It reports $991.3 million in regulatory assets under management and employs 14 people. Advisory Research Inc manages 2 private funds with combined gross assets of $214.4 million, including Advisory Research Partners Fund, L.P. By regulatory assets, it ranks 3,013 of 6,004 private fund managers.
Advisory Research Inc private funds
2 funds · $214.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Advisory Research Partners Fund, L.P. | Hedge | $214.4M | $1M |
| Ari Founders Fund, LP | Hedge | $8K | $200K |
Advisory Research Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Michael Zessar Control | Chief Compliance Officer, Corporate Secretary And Managing Director | Under 5% | 2019 |
| Matthew Kent Swaim Control | Chairman, Chief Executive Officer, And Director | Under 5% | 2019 |
| Ostara Holdco, Inc. Control | Owner | Over 75% | 2019 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Advisory Research Inc manage?
Advisory Research Inc reports $991.3 million in regulatory assets under management on its Form ADV.
How many private funds does Advisory Research Inc manage?
Advisory Research Inc manages 2 private funds with combined gross assets of $214.4 million.
How many employees does Advisory Research Inc have?
Advisory Research Inc reports 14 employees.
Where is Advisory Research Inc located?
Advisory Research Inc is based in Chicago, IL and has been SEC-registered since 1978.
Does Advisory Research Inc disclose fund performance?
Advisory Research Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 180 N Stetson Avenue, Suite 5500, Chicago, IL 60601 |
| Phone | 312-565-1414 |
| Fax | 312-565-1418 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 902584 |
| Discloses disciplinary history | No |
Regulatory AUM
$991.3M▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
AUM vs fund managersTop 50%
Larger than 50% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$991.3Mregulatory AUM
Discretionary $988.7MNon-discretionary $2.6M
Service providers
Auditor
Prime broker
Custodian
Administrator