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 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
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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 0000 22-Aug-2016 000000000000000000 Asset Management 00000 00000000
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