Advisory Research

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

180 N Stetson Ave Ste 5500, Chicago, Ill...

Phone Number

(312) 565-1414

Revenue

$10.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Advisory Research

Advisory Research, Inc. is a privately owned investment manager. The firm primarily provides its services to high-net-worth individuals, banking or thrift institutions, investment companies, pension and profit-sharing plans, university endowments, private and public foundations, corporations, state or municipal government entities, limited partnerships, and WRAP programs. It manages separate client-focused equity portfolios. The firm launches and manages equity mutual funds and hedge funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm primarily invests in value stocks of micro-cap, small-cap, mid-cap, and large-cap companies. The firm employs a fundamental analysis with a bottom-up stock picking approach to make its investments. It conducts in-house research to make its investments. The firm was founded in 1974 and is based in Chicago, Illinois. Advisory Research, Inc. operates as a subsidiary of Piper Jaffray Asset Management Inc.Explore more
Advisory Research's Social MediaPopular SearchesAdvisory Research IncAdvisory ResearchAdvisory Research Investment ManagementAdvisor Research Group IncAdvisory Research Global Small Cap Fund LPSIC Code 62,628NAICS Code 52,523Show more

Advisory Research Org Chart

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WF
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Managing Director

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BZ
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Managing Director

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CC
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Managing Director

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LC
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Senior Vice President

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SH
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Vice President, Head Trader

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CM
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Vice President

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DH
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Portfolio Administrator & Assistant Vice Pres...

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RL
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Reletionship Manager

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JT
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Manager, Accounting & Finance

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advisory Research

$10.9M
11-50
Private
-
1974
WF
William FloridaManaging Director
$17.9M
51-200
Public
-
1993
GM
Gary MoffettMaterial Handler
$10.5M
11-50
Private
-
2013
Patrick Huvane, Chief Financial Officer at Teton Advisors
Patrick HuvaneChief Financial Officer
$8.2M
11-50
Private
<$5M
1991
SS
Scott StChief Financial Officer
$5.5M
11-50
Private
-
2008
JM
Joseph MarrenPresident, CEO & Chief Information Officer
<$5M
11-50
Private
-
2000
BA
Beth AttianeseChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Advisory Research is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Advisory Research is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Advisory Research.

Advisory Research Tech Stack

A closer look at the technologies used by Advisory Research

Most Recent Scoops

Project
Spending/Investment
Divestiture
Divestitures
Left Company
Amelia Stephens, Manager, Marketing, has left the organization.
Personnel Moves, Left Company
Left Company
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Top Finance Companies

Frequently Asked Questions Regarding Advisory Research

What is Advisory Research's official website?
Advisory Research's official website is www.advisoryresearch.com
What is Advisory Research's Revenue?
Advisory Research's revenue is $10.9 Million
What is Advisory Research's SIC code?
Advisory Research's SIC: 62,628
What is Advisory Research's NAICS code?
Advisory Research's NAICS: 52,523
How many employees does Advisory Research have?
Advisory Research has 11-50 employees
What industry does Advisory Research belong to?
Advisory Research is in the industry of: Finance, Securities Trading
What is Advisory Research competition?
Advisory Research top competitors include: Teton Advisors, Wellesley Office Park, Highland Funds I - Highland Opportunities and Income Fund, KStone Partners
What companies has Advisory Research acquired?
Advisory Research has acquired the companies: Sandler ONeill + Partners LP, Simmons & Company International, Simmons Energy, Stamford Partners
What technology does Advisory Research use?
Some of the popular technologies that Advisory Research uses are: WordPress.org, PHP, Cloudflare CDN, CentOS
How do I contact Advisory Research?
Advisory Research contact info: Phone number: (312) 565-1414 Website: www.advisoryresearch.com
What does Advisory Research do?

Advisory Research, Inc. is a privately owned investment manager. The firm primarily provides its services to high-net-worth individuals, banking or thrift institutions, investment companies, pension and profit-sharing plans, university endowments, private and public foundations, corporations, state or municipal government entities, limited partners... hips, and WRAP programs. It manages separate client-focused equity portfolios. The firm launches and manages equity mutual funds and hedge funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm primarily invests in value stocks of micro-cap, small-cap, mid-cap, and large-cap companies. The firm employs a fundamental analysis with a bottom-up stock picking approach to make its investments. It conducts in-house research to make its investments. The firm was founded in 1974 and is based in Chicago, Illinois. Advisory Research, Inc. operates as a subsidiary of Piper Jaffray Asset Management Inc.Read More

What are Advisory Research social media links?
Advisory Research Linkedin page Advisory Research Twitter page
Is Advisory Research a public company?
Advisory Research is private company therefore does not currently have an official ticker symbol
See more information about Advisory Research

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