Advisory Research
Advisory Research is a private equity manager in Chicago, IL. It is registered with the SEC as an investment adviser with $991.3M in regulatory assets and 14 staff. It has 1 fund on file, the latest reported in April 2026.
Funds on file
1
Raised, all funds
$94.8M
Regulatory assets
$991.3M
Staff
14
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$991.3M
Employees14
Clients275 individuals, 130 wealthy individuals, 18 companies, 14 charities, 3 pension plans, 3 private funds and 1 registered fund.
Control personsMatthew, Kent Swaim, Bruce, Michael Zessar.
Private funds2 private funds holding $96.6M in gross assets.
Private funds it reports
FundTypeGross assets
Advisory Research Partners Fund
Hedge fund
$95.7M
Ari Founders Fund
Hedge fund
$902.2K