Last deal

Amount

Private Equity

Stage

02.11.2005

Date

1

all rounds

date founded

Financing round

General

About Company
Advisory Research is a money management company that caters to high-net-worth individuals.

Industry

Sector :

Subsector :

Keywords :

founded date

01.01.1974

Number of employees

Company Type

For Profit

Last funding type

Private Equity

IPO status

Private

Description

With over $6.3 billion in total assets under management, Advisory Research offers money management services to institutional and high-net-worth investors. Their clientele includes some of the wealthiest individuals in the country, privately-held companies, university endowments, foundations, and pension plans. The company follows a value-based investment approach, focusing on long-term growth and employing a traditional bottom-up analysis to evaluate securities.
Contacts
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M&A Details
1

Acquired by

Tortoise Capital Advisors

announced date

29.05.2019

Financials

Funding Rounds
1
1

Number of Funding Rounds

Their latest funding was raised on 02.11.2005. Their latest investor TA Associates. Their latest round Private Equity

Date 
Funding Round 
Investors 
Money Raised 
Lead 
02.11.2005
1
Co-Investors
Investors
1
0

Number of lead investors

1

Number of investors

Investor 
Lead 
Round 
Partners 
TA Associates

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Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Location

Boston, MA, USA

count Of Investments

300

count Of Exists

159
P. Andrews McLane

P. Andrews McLane

Andrews focuses his investments in financial services, business services and consumer companies He has previously worked as the VP for State Street Bank.

count Of Investments

1

Activity

Recent News
1