Advisory Research

Asset Manager SEC-registered adviser

Legal name: Advisory Research Inc

Chicago, IL Website LinkedIn

AUM

$991.3M
Regulatory AUM

Private funds

2
Hedge Fund 2

Private fund assets

$214.4M
Gross asset value

Employees

14

Last Form D raise

Jan 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 20, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

B
Bruce Zessar
Chief Compliance Officer, Corporate Secretary and Managing Director
Source: SEC Form ADV
M
Matthew Swaim
Chairman, Chief Executive Officer, and Director
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Advisory Research Partners Fund, L.P.Hedge Fund$214.4M$207.7M179Jan 2026Warm
Ari Founders Fund, LPHedge Fund$8K$2.8M15Jun 2025Cool

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
108254
SEC file number
801-14172
CIK
902584

Sources