SourcingSourcing

INVESTMENT RESEARCH PARTNERS LLC

C24
CRD 304315·SEC 801-116836·LEMONT, PA
AUM
$512.4M
$500M-$1B
Est. Revenue
$5.1M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVESTMENT RESEARCH PARTNERS LLC
CRD
304315
SEC file #
801-116836
EIN
834151520
DBA names
Investment Research Partners

Economics

AUM
$512.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$132.0M → $512.4M▲ +288%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
2 advisors → 4 advisors▲ +100%
Primary office
LEMONT PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CABER, GEOFFREY, PATRICK
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
CABER, GEOFFREY, PATRICK
WILDY, MARTIN, ANTHONY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
50,540
Form 5500 Compensation Trajectory 3y
202550,540
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
50,540
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0002069274
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-05-19
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
3
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0002069274-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
Interactive Brokers4
E*trade4
Edgar Addresses
Mailing
801-1 PIKE STREETLEMONT, PA 16851
Business
801-1 PIKE STREETLEMONT, PA 16851
Edgar EIN
834151520
Edgar Recent Filings
13F-HR2026-04-29 · 0002069274-26-000002
13F-HR2026-02-12 · 0002069274-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2294747
Trust Company Affiliate
No

People (9)

9
WILDY, MARTIN, ANTHONY
IAR · Direct Owner · 37.5%
4264267
CABER, GEOFFREY, PATRICK
IAR · Direct Owner · 37.5%
2294747
GREENFIELD, BRETT, A
IAR · Direct Owner · 17.5%
4374103
VARNER, DEREK, WADE
IAR · Direct Owner · 17.5%
5627598
STUART CHARLES FEINZIG
Direct Owner · 7.5%
1403118
ASHLEIGH COOPER SWAYZE
Executive Officer · 2.5%
4632543
MEREDITH HOVE HENDERSON
IAR
5797951
Arielle Nicole Buitenhuys
IAR
6914760
Michael A Allison
IAR
7425799