Advisory Research Investment Management
advisoryresearch.com Direct investor
Advisory Research Investment Management is a Chicago-based asset manager offering actively managed U.S. and global equity strategies through separate accounts and private funds. It is 100% employee-owned and its principals invest alongside clients.
Advisory Research Investment Management is an asset manager headquartered in Chicago, United States, founded in 1974. It invests directly in companies, in equities, small cap and dividend.
“The Partners Strategy is a concentrated portfolio composed of 8-15 positions of smaller capitalization companies with whom the U.S. Value Team engages constructively.”
— Advisory Research Investment Management, own website
- Layer
- Direct investor
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- Chicago, United States
- Invests in
- U.S., global
- Founded
- 1974
Team, as Advisory Research Investment Management publishes it
- Matthew Swaim, CFA Chairman & Portfolio Manager
- Chris Harvey, CFA Managing Director & Portfolio Manager
- Adam Steffanus, CFA Managing Director & Portfolio Manager
- Michael Valentinas Managing Director & Portfolio Manager
- Bruce Zessar, JD, CFA Managing Director & Portfolio Manager
- William Florida, CFA, CAIA Managing Director & Research Analyst
- Justin Lamb Assistant Vice President & Research and Marketing Analyst
- Connor Prassas Assistant Vice President & Research Analyst
- Chris D. Crawshaw, CFA Managing Director
- Lisa N. Clarke, CFP® Senior Vice President
- Kevin Cialdella Vice President
- Andrew Cupps Managing Director & Portfolio Manager
Names and roles exactly as listed on advisoryresearch.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Advisory Research Investment Management publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.advisoryresearch.com/name, is_investor, layer, type, hq_country, hq_city, invests_in_geographies, sectors, description, people, status, confidence
- https://www.advisoryresearch.com/strategies/partnersthesis_quote
- https://www.advisoryresearch.com/aboutfounded
Record 8327 · added 2026-09-29 · link last verified 2026-10-21 · confidence high
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