Investment adviser · CRD 304315
INVESTMENT RESEARCH PARTNERS
Investment adviser filing (IA)
INVESTMENT RESEARCH PARTNERS LLC
LEMONT, PA, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $512M Form ADV · Item 5.F
- Client accounts
- 799 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $427,302,171 | 83.4% |
| Pooled investment vehicles | 3 | $85,072,824 | 16.6% |
Filing source
Form ADV 2083260 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
FOUNDATION PREMIUM INCOME FUND, LPHedge Fund · Last reported Mar 26, 2026$54.2MGross asset value
Form D fundraising filings
Foundation Premium Income Fund LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY MAY
PCAOB 673
Fund details & source
- Fund ID
- 805-3888958714
- Reported beneficial owners
- 85
- Minimum commitment
- $250K
- Form D file number
- 021-380712
Form ADV 2083260 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FOUNDATION GLOBAL INFRASTRUCTURE FUND, LPHedge Fund · Last reported Mar 26, 2026$23.5MGross asset value
Form D fundraising filings
Foundation Green Income Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY MAY
PCAOB 673
Fund details & source
- Fund ID
- 805-3569802939
- Reported beneficial owners
- 35
- Minimum commitment
- $250K
- Form D file number
- 021-428598
Form ADV 2083260 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NEW LANTERN HEDGED EQUITY FUND, LPHedge Fund · Last reported Mar 26, 2026$7.44MGross asset value
Form D fundraising filings
New Lantern Hedged Equity Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY, MAY & CO., LLP
PCAOB 673
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-7360423606
- Reported beneficial owners
- 4
- Minimum commitment
- $500K
- Form D file number
- 021-469854
Form ADV 2083260 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
801-1 PIKE STREETLEMONT, PA, 16851, United States
CRD 304315
Filing source
Form ADV 2083260 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.