Investment Research Partners provides portfolio management for individuals and small businesses and portfolio management for institutions. The firm advises 3 private funds.
Investment Research Partners reports 3 clients. They include 3 pooled investment vehicles. Of its assets, 83.4% ($427M across 796 accounts) are managed with discretion; $85.1M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 17% |
| Other investment advisers | Fewer than 5 | 83% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $85.1M | 16.6% | $28.4M |
| Other investment advisers | Fewer than 5 | $427M | 83.4% | — |
| Total | 3 | $512M | 100% | — |
- Clients
- 3
- Regulatory AUM
- $85.1M
- AUM share
- 16.6%
- Avg. per client
- $28.4M
- Clients
- Fewer than 5
- Regulatory AUM
- $427M
- AUM share
- 83.4%
- Avg. per client
- —
Total
- Clients
- 3
- Regulatory AUM
- $512M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
Investment Research Partners is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Martin Wildy owns 25% to 50% of Investment Research Partners. The leadership team of Investment Research Partners includes Chief Compliance Officer Ashleigh Swayze. It has 6 employees, 4 of them in advisory roles.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 25% to 50% of Investment Research Partners LLC
Martin Wildy
Control person · since June 2019
- Owns 25% to 50% of Investment Research Partners LLC
Geoffrey Caber
Control person · since June 2019
- Owns 10% to 25% of Investment Research Partners LLC
Brett Greenfield
Control person · since January 2020
- Owns 10% to 25% of Investment Research Partners LLC
Derek Varner
Control person · since March 2021
- Owns 5% to 10% of Investment Research Partners LLC
Stuart Feinzig
since June 2019
Investment Research Partners’ regulatory assets grew 1.7× from $299M (April 2021) to $512M (March 2026); clients rose from 1 to 3 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $512M | 3 | 6 | 7 |
| Apr 2025April 2025 | $360M | 3 | 6 | 4 |
| Jul 2024July 2024 | $301M | 2 | 6 | 1 |
| Jul 2023July 2023 | $276M | 2 | 7 | 1 |
| Jul 2022July 2022 | $406M | 1 | 7 | 1 |
| Apr 2021April 2021 | $299M | 1 | 5 | 1 |
Besides its headquarters, Investment Research Partners has 6 offices (5 private residences, listed without an address), with 2 listed addresses across 2 states.
New York · 1 listed address
- 70 Railroad PL, Saratoga Springs
Pennsylvania · 1 listed address
- 801-1 Pike Street, LemontHQ
Other business names
Investment Research Partners has reported 1 other business name to the SEC.
- New Lantern Advisors
Contact and registration details
- Legal name
- Investment Research Partners LLC
- Headquarters
- 801-1 Pike Street, Lemont, PA 16851
- Phone
- 814-966-7206
- SEC file
- 801-116836
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Investment Research Partners has custody of $85.1M for 3 clients.
At year end, Investment Research Partners’ separately managed accounts were mostly in funds (64%) and stocks (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $295M across 278 positions; the largest are Nvidia Corporation (3.9%), iShares TR (3.5%) and Ciena Corp. (3.5%).
What the accounts hold
- Stocks28%
- Funds64%
- Registered funds48%
- Pooled vehicles16%
- Bonds4%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash2%
- Other2%
- Derivatives1%
- Cds1%
How many clients does Investment Research Partners have?
Investment Research Partners has 3 clients and manages $512 million for them, as of March 2026. They include 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Investment Research Partners offer?
Investment Research Partners provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Investment Research Partners have?
Investment Research Partners has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Investment Research Partners invest in?
At the end of its last fiscal year, Investment Research Partners’ separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 16% pooled vehicles (private funds and similar), 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds, 1% derivatives and 1% other. The 1% other category is described as: CDS. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Investment Research Partners?
Investment Research Partners’ direct owners are Martin Wildy, Geoffrey Caber, Stuart Feinzig, Brett Greenfield and Derek Varner, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Investment Research Partners get paid?
Investment Research Partners is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Investment Research Partners?
Investment Research Partners’ main office is at 801-1 Pike Street, Lemont, PA 16851. Its phone number is 814-966-7206. Its website is investmentresearchpartners.com.
