INVESTMENT RESEARCH PARTNERS

other names
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Adviser Profile
As of Date 07/12/2024
Adviser Type - Large advisory firm
Number of Employees 6 -14.29%
of those in investment advisory functions 4
Registration SEC, Approved, 06/24/2019
AUM* 300,801,708 8.90%
of that, discretionary 300,801,708 8.90%
Private Fund GAV* 74,341,673 -13.60%
Avg Account Size 497,193 -4.60%
SMA’s Yes
Private Funds 3 1
Contact Info 814 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

Discretionary
Non-discretionary
406M 348M 290M 232M 174M 116M 58M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$74,341,673

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Brochure Summary

Overview

Investment Research Partners LLC (“IRP”) provides sub-advisory and consulting services to other investment advisers (“Adviser Client”) in an effort to enhance Adviser Clients’ investment offerings. IRP has been in business as an independently registered investment adviser since June 2019. Investment Research Partners LLC is principally owned by Martin Wildy, Geoffrey Caber, Brett Greenfield and Derek Varner (“Principals”). IRP does utilize the business name “New Lantern Advisors” due to the New Lantern Hedged Equity Fund relationship further described in Item 10. Asset Management IRP provides discretionary sub-advisory services for Adviser Clients. In these instances, IRP enters into advisory agreements directly with the Adviser Client and IRP assists the Adviser Client in the implementation of investment portfolios. Under these arrangements, IRP is granted limited trading discretionary investment authority over assets the Adviser Client assigns to IRP. Any authority of IRP only applies to specific assets for which IRP has been appointed as the discretionary manager. IRP does not have any advisory responsibility to the client of the Adviser Client, beyond the assets for which IRP is appointed as a sub-advisor. Financial Consulting IRP may contract directly with and receive payments from other registered investment advisers to provide investment advisory consulting services to the clients of those contracted financial institutions. Such contractual
engagements do not include assuming discretionary authority over brokerage accounts or the monitoring of securities positions. Services offered to Adviser Clients may include a general review of client investments holdings, which may or may not result in an IRP investment adviser representative making specific securities recommendations or offering general investment advice. Additionally, Adviser Clients may receive customized model recommendation from IRP that the Adviser Client in their sole discretion may decide to implement. Consulting Services IRP may provide consulting services to Adviser Clients, private funds, and individuals that work at non-affiliated companies (including investment and non-investment related matters, including estate planning, retirement planning, tax planning, marketing consulting for private companies, etc.). Consulting services may also be offered to individuals at other investment advisors. Prior to engaging IRP to provide planning or consulting services, Adviser Clients and individuals are generally required to enter into a written agreement with IRP setting forth the terms and conditions of the engagement (including termination), describing the scope of the services to be provided, and the portion of the fee that is due from the Adviser Client and individuals prior to IRP commencing services. Assets Under Management As of December 31, 2023, IRP manages approximately $300,801,708 on a discretionary basis including FPIF and FGIF.