Advisory Research Investment Management Overview

  • Year Founded
  • 1974

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 94

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 3

  • Investments
  • 2

Advisory Research Investment Management General Information

Description

Provider of money management services, serving the equity and fixed income investment needs of both institutional and high-net-worth investors. The company manages over $6.3 billion in total assets for some of the nation's wealthiest individuals, numerous privately-held companies, university endowments, private and public foundations, and pension and profit-sharing plans. It uses a long-term and value-based investment style, coupled with a traditional, bottom-up approach to security analysis.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Corporate Office
  • 180 North Stetson Avenue
  • Suite 5500
  • Chicago, IL 60601
  • United States
+1 (312) 000-0000

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Advisory Research Investment Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Advisory Research Investment Management Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of money management services, serving the equity and fixed income investment needs of both institutional and hi
Asset Management
Chicago, IL
94 As of 2010
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San Francisco, CA
00 As of 0000
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Neshannock, PA
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Advisory Research Investment Management Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Baker Street Advisors Corporate Backed or Acquired San Francisco, CA 00 000000&0
Columbus Macro Corporate Backed or Acquired Neshannock, PA 0 000000&0
You’re viewing 2 of 2 competitors. Get the full list »

Advisory Research Investment Management Executive Team (38)

Name Title Board Seat Contact Info
Matthew Swaim Chief Executive Officer & Portfolio Manager
Adam Steffanus Managing Director & Portfolio Manager
Andrew Cupps Managing Director & Portfolio Manager
Christopher Harvey Managing Director & Portfolio Manager
Michael Valentinas Managing Director & Portfolio Manager
You’re viewing 5 of 38 executive team members. Get the full list »

Advisory Research Investment Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Advisory Research Investment Management Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Advisory Research Investment Management Investments & Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Cupps Capital Management 22-Aug-2016 0000000000 Asset Management 00000 000
Crestwood Equity Partners 07-Dec-2012 PIPE 00000 Energy Exploration
To view Advisory Research Investment Management’s complete investments and acquisitions history, request access »

Advisory Research Investment Management Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
Crestwood Equity Partners 07-Dec-2012 0000 00000 Completed
  • 6 buyers
To view Advisory Research Investment Management’s complete exits history, request access »

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