Advisory Research Investment Management Overview
- Year Founded
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1974
- Status
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Acquired/Merged
- Employees
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94
- Latest Deal Type
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M&A
- Financing Rounds
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3
- Investments
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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
Website
www.advisoryresearch.comCorporate Office
- 180 North Stetson Avenue
- Suite 5500
- Chicago, IL 60601
- United States
Corporate Office
- 180 North Stetson Avenue
- Suite 5500
- Chicago, IL 60601
- United States
Advisory Research Investment Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Advisory Research Investment Management Comparisons
Industry
Financing
Details
Advisory Research Investment Management Competitors (12)
One of Advisory Research Investment Management’s 12 competitors is Securities America, a Corporate Backed or Acquired company based in La Vista, NE.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Securities America | Corporate Backed or Acquired | La Vista, NE | ||||
| Columbus Macro | Corporate Backed or Acquired | Neshannock, PA | ||||
| Baker Street Advisors | Corporate Backed or Acquired | San Francisco, CA | ||||
| Osaic | Private Equity-Backed | Scottsdale, AZ | ||||
| Frontier Investment Management | Private Equity-Backed | Dallas, TX |
Advisory Research Investment Management Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Advisory Research Investment Management Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Advisory Research Investment Management Investments & Acquisitions (2)
Advisory Research Investment Management’s most recent deal was a Merger/Acquisition with Cupps Capital Management. The deal was made on 22-Aug-2016.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Cupps Capital Management | 22-Aug-2016 | Merger/Acquisition | Asset Management | ||
| Crestwood Equity Partners | 07-Dec-2012 | PIPE | Energy Exploration |
Advisory Research Investment Management Exits (1)
Advisory Research Investment Management’s most recent exit was on 07-Dec-2012 from Crestwood Equity Partners. The exit was categorized as with 6 buyers.
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Crestwood Equity Partners | 07-Dec-2012 | Completed |
|
Advisory Research Investment Management FAQs
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When was Advisory Research Investment Management founded?
Advisory Research Investment Management was founded in 1974.
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Where is Advisory Research Investment Management headquartered?
Advisory Research Investment Management is headquartered in Chicago, IL.
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What is the size of Advisory Research Investment Management?
Advisory Research Investment Management has 94 total employees.
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What industry is Advisory Research Investment Management in?
Advisory Research Investment Management’s primary industry is Asset Management.
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Is Advisory Research Investment Management a private or public company?
Advisory Research Investment Management is a Private company.
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What is the current valuation of Advisory Research Investment Management?
The current valuation of Advisory Research Investment Management is .
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What is Advisory Research Investment Management’s current revenue?
The current revenue for Advisory Research Investment Management is .
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Who are Advisory Research Investment Management’s investors?
Piper Sandler and TA Associates Management have invested in Advisory Research Investment Management.
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Who are Advisory Research Investment Management’s competitors?
Securities America, Columbus Macro, Baker Street Advisors, Osaic, and Frontier Investment Management are some of the 12 competitors of Advisory Research Investment Management.
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When was Advisory Research Investment Management acquired?
Advisory Research Investment Management was acquired on 27-Sep-2019.
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