Investment Research Partners Llc
- Regulatory AUM
- $512M
- Discretionary
- $427M
- Clients
- 3
- Avg AUM / client
- $171M
- Accounts
- 799
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $85.1M | 16.6% |
| Other investment advisers | Fewer than 5 clients | $427M | 83.4% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $74.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Foundation Premium Income Fund, Lp | Hedge Fund | Delaware | $55.6M | 98 |
| Foundation Green Income Fund Lp | Hedge Fund | Delaware | $17.6M | 30 |
| New Lantern Hedged Equity Fund, Lp | Hedge Fund | Delaware | $1.2M | 4 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Feinzig, Stuart, Charles | Member | Jun 2019 (7y) | 5% – 10% | |
| Geoffrey Patrick Caber | Co Founder | Jun 2019 (7y) | 25% – 50% | |
| Martin Anthony Wildy | Co Founder | CFA | Jun 2019 (7y) | 25% – 50% |
| Brett A Greenfield | Partner | Nov 2019 (7y) | 10% – 25% | |
| Swayze, Ashleigh, Cooper | Chief Compliance Officer | Oct 2020 (6y) | Less than 5% | |
| Derek Wade Varner | Partner | CFA | Mar 2021 (5y) | 10% – 25% |
| Arielle Nicole Buitenhuys | Registered representative | May 2022 (4y) | ||
| Meredith Hove Henderson | Registered representative | Dec 2023 (3y) | ||
| Michael A Allison | Registered representative | CFP CFA | Mar 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $74.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Foundation Premium Income Fund, Lp | Hedge Fund | $55.6M | $250K | 98 |
| Foundation Green Income Fund Lp | Hedge Fund | $17.6M | $250K | 30 |
| New Lantern Hedged Equity Fund, Lp | Hedge Fund | $1.2M | $500K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗