Advisory Research Overview

  • Founded
  • 1974
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 94
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 3
  • Investments
  • 1

Advisory Research 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
Primary Office
  • Two Prudential Plaza
  • 180 North Stetson Avenue, Suite 5500
  • Chicago, IL 60601
  • United States
+1 (312) 000-0000
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Advisory Research Valuation & Funding

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

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Advisory Research 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
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Dallas, TX
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Advisory Research 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
0000000 Formerly PE-Backed Dallas, TX 000 000 000000&0 000
You’re viewing 2 of 2 competitors. Get the full list »

Advisory Research Executive Team (35)

Name Title Board Seat Contact Info
Susan Steiner Chief Compliance Officer & Managing Director
James Cunnane Jr. Managing Director & Chief Investment Officer
Bruce Zessar JD Managing Director & Portfolio Manager
Christopher Harvey Managing Director & Portfolio Manager
James Langer Managing Director & Portfolio Manager
You’re viewing 5 of 35 executive team members. Get the full list »

Advisory Research Board Members (1)

Name Representing Role Since
0000000 00000 Advisory Research Managing Director, Portfolio Manager & Executive Committee Chair 000 0000
To view Advisory Research’s complete board members history, request access »

Advisory Research Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-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 Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Advisory Research Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 0000000 22-Aug-2016 0000000000 Asset Management 00000 000
To view Advisory Research’s complete acquisitions history, request access »