Investment Research Partners LLC
● SEC registered since 2019CRD 304315SEC# 801-116836Lemont, PA
Ranks #3,858 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$512.4M
Fund GAV
$85.1M
Private funds
3
Employees
6
Accounts
799
Location
Lemont, PA
Investment Research Partners LLC assets under management
Investment Research Partners LLC is a registered investment adviser overseen by the SEC based in Lemont, PA. The firm has been registered since 2019. It reports $512.4 million in regulatory assets under management and employs 6 people. Investment Research Partners LLC manages 3 private funds with combined gross assets of $85.1 million, including Foundation Premium Income Fund, LP. By regulatory assets, it ranks 3,858 of 6,004 private fund managers.
Investment Research Partners LLC private funds
3 funds · $85.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Foundation Premium Income Fund, LP | Hedge | $54.2M | $250K |
| Foundation Global Infrastructure Fund, LP | Hedge | $23.5M | $250K |
| New Lantern Hedged Equity Fund, LP | Hedge | $7.4M | $500K |
Investment Research Partners LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashleigh Cooper Swayze Control | Chief Compliance Officer | Under 5% | 2020 |
| Brett A Greenfield Control | Partner | 10-25% | 2020 |
| Derek Wade Varner Control | Partner | 10-25% | 2021 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Investment Research Partners LLC manage?
Investment Research Partners LLC reports $512.4 million in regulatory assets under management on its Form ADV.
How many private funds does Investment Research Partners LLC manage?
Investment Research Partners LLC manages 3 private funds with combined gross assets of $85.1 million.
How many employees does Investment Research Partners LLC have?
Investment Research Partners LLC reports 6 employees.
Where is Investment Research Partners LLC located?
Investment Research Partners LLC is based in Lemont, PA and has been SEC-registered since 2019.
Does Investment Research Partners LLC disclose fund performance?
Investment Research Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 801-1 Pike Street, Lemont, PA 16851 |
| Phone | 814-966-7206 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$512.4M▲ 38%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
AUM vs fund managersTop 64%
Larger than 36% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$512.4Mregulatory AUM
Discretionary $427.3MNon-discretionary $85.1M
Service providers
Auditor
Custodian
Administrator