Investment Research Partners

RIASEC Registered
Total AUM
$512M
Discretionary
$427M
83% of AUM
Avg account
$641K
Accounts
799
Employees
6
Advisory reps
9

Firm details

Headquarters
Lemont, Pennsylvania
CRD number
304315
Registered since
June 24, 2019
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Other Investment Advisers83.4%
  • Pooled Investment Vehicles16.6%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Investment Research Partners is a limited liability company that operates as an institutional registered investment adviser. The firm is registered with the SEC (registered in 2019) and describes its client base primarily as institutional, while also providing portfolio management for individuals, small businesses, and business or institutional clients. Ownership is held by an individual and the firm serves as an adviser and sponsor in various pooled vehicles, including acting as a general partner/managing member for some funds. The firm charges a mix of fee types—percentage of AUM, hourly, fixed fees, and performance-based fees—and identifies itself as an active ESG investor. Its activities include both discretionary and non-discretionary portfolio management and relationships with third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 48%, Exchange Traded Equities 28%, Private Funds 16%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%, Other 1%48%
  • Public Funds/Mutual Funds48%
  • Exchange Traded Equities28%
  • Private Funds16%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Contacts

3 of 9
  • Brett Greenfield

    Brett Greenfield

    Partner, Investment ManagerCRD 4374103

  • Martin Wildy

    Martin Wildy

    PartnerCRD 4264267

  • Geoffrey Caber

    Geoffrey Caber

    Co-FounderCRD 2294747

Unlock 6 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 63

Active vs passive

$120M in ETFs

Passive

95%

$113M

Active

5%

$6.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$9.8M12,8098.19%

Location

Primary office

Lemont, PA

Centre

Location

Lemont, PA

Headquartered in Lemont, PA, anchoring the State College-DuBois, PA metro in the Northeast.

Metro area
State College-DuBois, PA
Region
Northeast
County
Centre
Address
8011 Pike St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth