Advisory Research, Inc.

Advisory Research, Inc.

Advisory Research, Inc.

Overview
Date Founded

1975

Headquarters

2 Prudential Plaza,180 North Stetson Avenue,Suite 5500,Chicago, IL 60601-6749

Type of Company

Private

Employees (Worldwide)

30

Industries

Investment Services & Portfolio Management
Other Business & Consulting Services

Company Description

Advisory Research, Inc. manages over $10.0 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. We have over three decades of experience investing for our clients. Our disciplined, value-based investment style seeks to provide our clients with exceptional absolute and risk-adjusted rates of return. Our experience and dedication, always coupled with expert client service, have allowed us to build a high level of trust and satisfaction with our clients. The Advisory Research investment philosophy and process are firmly grounded in time-tested academic research and the extensive experience of our professional investment team. This combination has produced a unique investment approach based on internally-generated fundamental analysis. As value investors we use a traditional bottom-up analysis to look for companies that are selling at a discount to their net asset value. Our highly disciplined, long-term approach to value investing guides us in creating portfolios of securities that we believe offer the potential for higher returns with lower risk relative to other equity investments.

Contact Data
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Executives & Employees

Fund Advisor

Fund Advisor

Fund Advisor

Fund Advisor

Fund Advisor

Fund Advisor

Fund Advisor

Fund Advisor

Fund Advisor

Board of Directors

Chief Executive Officer & Director at Advisory Research, Inc.

President, Director & Managing Director at Piper Sandler Companies

Managing Director Portfolio Manager at Advisory Research, Inc.

Chief Operating Officer & Director at Advisory Research, Inc.

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Advisory Research, Inc.
Recent Transactions
Details Hidden

Piper Jaffray Cos. purchases Advisory Research, Inc. from TA Associates Management, L.P.

Details Hidden

TA Associates Management, L.P. purchases Advisory Research, Inc.

Transaction Advisors
Legal Advisor

Advised onPiper Jaffray Cos. purchases Advisory Research, Inc. from TA Associates Management, L.P.

Legal Advisor

Advised onPiper Jaffray Cos. purchases Advisory Research, Inc. from TA Associates Management, L.P.

Legal Advisor

Advised onPiper Jaffray Cos. purchases Advisory Research, Inc. from TA Associates Management, L.P.

Legal Advisor

Advised onPiper Jaffray Cos. purchases Advisory Research, Inc. from TA Associates Management, L.P.

Advisors & Consultants
Custodian

The Bank of New York Mellon Corp. is a bank holding company, which engages in the provision of financial services. It operates through the Investment Services and Investment Management segments. The Investment Services segment includes institutional trust and custody fees, broker-dealer services, corporate trust, depositary receipts, and foreign exchange. The Investment Management segment provides services to institutional and retail investors, as well as investment management, wealth and estate planning. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

Auditor

Ernst & Young LLP engages in the provision of assurance, tax, transactions, and advisory services. It offers audit, business risk, technology, security risk, and human capital services. The company was founded by Arthur Young and Alwin C. Ernst in 1989 and is headquartered in New York, NY.

Custodian

Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds.

Consultant

Chairman & Chief Executive Officer at Port Capital LLC

Legal Advisor

Partner at Latham & Watkins LLP

Clients

The UCSF Foundation, established in 1982, is the giving, receiving and investing arm of the University of California, San Francisco. As the UCSF receives a diminishing portion—less than 8% in 2010—of its operating budget from state appropriations, UCSF relies increasingly on philanthropic support to continue its work locally, nationally and internationally. Through the leadership, guidance and generosity of the Foundation Board of Directors and other volunteer leaders and donors, the Foundation helps provide the margin of excellence that distinguishes UCSF’s schools and hospitals. The UCSF Foundation is governed by a volunteer Board of Directors, who serve as advocates for and ambassadors to UCSF. The Foundation’s daily operations are administered by UCSF’s Office of Development and Alumni Relations, which is responsible for garnering private support and fostering communication and campus outreach efforts to UCSF donors, alumni and other constituents.

The United States Olympic Foundation, headquartered in Colorado Springs, Colo., is a separate non-profit corporation established in 1984 as an endowment for sports in the Olympic Movement in the United States.The foundation was created from the revenue generated by the 1984 Olympic Coin Program and a portion of the surplus from the Olympic Games of the XXIII Olympiad in Los Angeles.

Non-Profit Donations & Grants
$100K - $250K
2016
$100K - $250K
2015
Investors
Details Hidden

TA Associates Management LP(TA Associates) invests in middle market companies located in North America, Europe and Asia with an enterprise value of $100 million to $3 billion. The firm targets companies operating in the fields of technology, financial services, business services, healthcare and consumer services. It provides financing for buyouts, MBOs, leveraged recapitalizations and growth capital requirements with investments range from $75-$500 million in equity and $10-$50 million in subordinated debt transactions. It takes a seat on the board of directors and acquires minority or majority positions.

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