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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

INVESTMENT RESEARCH PARTNERS

INVESTMENT RESEARCH PARTNERS LLC, CRD 304315

LEMONT, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:141df742-5d04-25f6-cecb-7ed2a88c680b

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 6
On other graphs: 0
Observed: May 23, 2019 to Mar 26, 2026
39 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $512MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $427M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $73.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 799
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $85.1M
SEC number: 801-116836
CRD: 304315
Filings on the tape: 39
First filed: May 23, 2019
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, PA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRETT A GREENFIELD	n/a	LEMONT, PA	6	23	4	no
Arielle Nicole Buitenhuys	n/a	Miami, FL \| LEMONT, PA	4	11	n/a	no
MEREDITH HOVE HENDERSON	n/a	Midlothian, VA \| LEMONT, PA	2	16	n/a	no
Michael A Allison	Certified Financial Planner\|Chartered Financial Analyst	Saratoga Springs, NY \| LEMONT, PA	2	26	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
FOUNDATION PREMIUM INCOME FUND, LP	Hedge Fund	$55.6M	Jul 12, 2024	98	Nov 4, 2020	reported	021-380712
FOUNDATION GREEN INCOME FUND LP	Hedge Fund	$17.6M	Jul 12, 2024	30	Mar 16, 2023	reported	021-428598
NEW LANTERN HEDGED EQUITY FUND, LP	Hedge Fund	$1.2M	Jul 12, 2024	4	Apr 10, 2024	reported	021-469854

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CABER, GEOFFREY, PATRICK	CO-FOUNDER	C	yes	06/2019	May 23, 2019	Jul 12, 2024
GREENFIELD, BRETT, A	Partner	B	yes	01/2020	Mar 30, 2020	Jul 12, 2024
SWAYZE, ASHLEIGH, COOPER	CHIEF COMPLIANCE OFFICER	Na	yes	10/2020	Mar 31, 2022	Jul 12, 2024
VARNER, DEREK, WADE	Partner	B	yes	03/2021	Apr 1, 2021	Jul 12, 2024
WILDY, MARTIN, ANTHONY	CO-FOUNDER	C	yes	06/2019	May 23, 2019	Jul 12, 2024
FEINZIG, STUART, CHARLES	Member	A	no	06/2019	May 23, 2019	Jul 12, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AVAIL INVESTMENT PARTNERS, LLC	n/a	Independent wealth	$184M	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$512M	$427M	6	4	6	3	n/a
2024	Apr 30, 2025	$360M	$360M	6	4	3	3	n/a
2023	May 1, 2024	$301M	$301M	6	4	0	3	$74.3M
2022	Mar 17, 2023	$276M	$276M	7	4	0	2	$86.0M
2021	Mar 31, 2022	$406M	$406M	7	4	0	1	$73.3M
2020	Mar 31, 2021	$299M	$299M	5	4	0	1	$35.3M
2019	Mar 30, 2020	$197M	$197M	3	3	0	n/a	n/a
2003	Mar 11, 2024	$301M	$301M	6	4	0	2	$73.2M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$512M	$360M	42.5%	$276M	22.9%	6	6	6	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ARIS WEALTH SERVICES INC	2	Jan 2, 2015	Mar 29, 2021	STATE COLLEGE, PA	Team lift out	Other	33.3%

Relationships

Affiliated with (2)

→ AVAIL INVESTMENT PARTNERS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
← AVAIL INVESTMENT PARTNERS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Advises (3)

→ FOUNDATION GREEN INCOME FUND LPPrivate fundHedge Fund, IA
Mar 16, 2023 to presentfactForm ADV
→ FOUNDATION PREMIUM INCOME FUND, LPPrivate fundHedge Fund, IA
Nov 4, 2020 to presentfactForm ADV
→ NEW LANTERN HEDGED EQUITY FUND, LPPrivate fundHedge Fund, IA
Apr 10, 2024 to presentfactForm ADV

Registered with (7)

← Michael A AllisonAdvisorregistration: current employment
Mar 15, 2024 to presentfactForm ADV
← MEREDITH HOVE HENDERSONAdvisorregistration: current employment
Dec 8, 2023 to presentfactForm ADV
← Arielle Nicole BuitenhuysAdvisorregistration: current employment
May 23, 2022 to presentfactForm ADV
← DEREK WADE VARNERAdvisorregistration: current employment
Mar 29, 2021 to presentfactForm ADV
← BRETT A GREENFIELDAdvisorregistration: current employment
Nov 21, 2019 to presentfactForm ADV
← GEOFFREY PATRICK CABERAdvisorregistration: current employment
Jul 17, 2019 to presentfactForm ADV
← MARTIN ANTHONY WILDYAdvisorregistration: current employment
Jun 24, 2019 to presentfactForm ADV

Owns (1)

← FEINZIG, STUART, CHARLESOwnerMEMBER, ownership code A, individual
May 23, 2019 to Jul 12, 2024factForm ADV

Controls (5)

← CABER, GEOFFREY, PATRICKOwnerCO-FOUNDER, ownership code C, individual
May 23, 2019 to Jul 12, 2024factForm ADV
← WILDY, MARTIN, ANTHONYOwnerCO-FOUNDER, ownership code C, individual
May 23, 2019 to Jul 12, 2024factForm ADV
← GREENFIELD, BRETT, AOwnerPARTNER, ownership code B, individual
Mar 30, 2020 to Jul 12, 2024factForm ADV
← SWAYZE, ASHLEIGH, COOPEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2022 to Jul 12, 2024factForm ADV
← VARNER, DEREK, WADEOwnerPARTNER, ownership code B, individual
Apr 1, 2021 to Jul 12, 2024factForm ADV

Moved with (1)

← ARIS WEALTH SERVICES INCRegistered adviser2 advisors, team lift out, same day
Jan 2, 2015 to Mar 29, 2021factForm ADV

Dated events

Occurred
Mar 26, 2026
Regulatory AUM changed
Investment Research Partners reported RAUM $512.4M, up 42% from $359.6M (2025-10-01 to 2026-03-26)
Form ADVobserved 4 days ago
$153M
Occurred
Mar 17, 2023
Regulatory AUM changed
Investment Research Partners reported RAUM $276.2M, down 32% from $406.1M (2022-07-18 to 2023-03-17)
Form ADVobserved 4 days ago
$-130M
Occurred
Mar 31, 2022
Regulatory AUM changed
Investment Research Partners reported RAUM $406.1M, up 36% from $299.1M (2022-01-07 to 2022-03-31)
Form ADVobserved 4 days ago
$107M
Occurred
Mar 31, 2022
Control person joined
Cooper Ashleigh Swayze (Chief Compliance Officer) appeared on Schedule A of Investment Research Partners
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
Investment Research Partners reported RAUM $299.1M, up 52% from $197.0M (2021-01-13 to 2021-03-31)
Form ADVobserved 4 days ago
$102M
Occurred
May 23, 2019
First Form ADV filing
Investment Research Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:141df742-5d04-25f6-cecb-7ed2a88c680b
First observed: May 23, 2019
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INVESTMENT RESEARCH PARTNERS

INVESTMENT RESEARCH PARTNERS LLC, CRD 304315

LEMONT, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:141df742-5d04-25f6-cecb-7ed2a88c680b

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:43 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRETT A GREENFIELD

n/a

LEMONT, PA

Arielle Nicole Buitenhuys

n/a

Miami, FL | LEMONT, PA

n/a

MEREDITH HOVE HENDERSON

n/a

Midlothian, VA | LEMONT, PA

n/a

Michael A Allison

Certified Financial Planner|Chartered Financial Analyst

Saratoga Springs, NY | LEMONT, PA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

FOUNDATION PREMIUM INCOME FUND, LP

Hedge Fund

$55.6M

Jul 12, 2024

Nov 4, 2020

reported

021-380712

FOUNDATION GREEN INCOME FUND LP

Hedge Fund

$17.6M

Jul 12, 2024

Mar 16, 2023

reported

021-428598

NEW LANTERN HEDGED EQUITY FUND, LP

Hedge Fund

$1.2M

Jul 12, 2024

Apr 10, 2024

reported

021-469854

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CABER, GEOFFREY, PATRICK

CO-FOUNDER

yes

06/2019

May 23, 2019

Jul 12, 2024

GREENFIELD, BRETT, A

Partner

yes

01/2020

Mar 30, 2020

Jul 12, 2024

SWAYZE, ASHLEIGH, COOPER

CHIEF COMPLIANCE OFFICER

yes

10/2020

Mar 31, 2022

Jul 12, 2024

VARNER, DEREK, WADE

Partner

yes

03/2021

Apr 1, 2021

Jul 12, 2024

WILDY, MARTIN, ANTHONY

CO-FOUNDER

yes

06/2019

May 23, 2019

Jul 12, 2024

FEINZIG, STUART, CHARLES

Member

06/2019

May 23, 2019

Jul 12, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AVAIL INVESTMENT PARTNERS, LLC

n/a

Independent wealth

$184M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$512M

$427M

n/a

2024

Apr 30, 2025

$360M

n/a

2023

May 1, 2024

$301M

$74.3M

2022

Mar 17, 2023

$276M

$86.0M

2021

Mar 31, 2022

$406M

$73.3M

2020

Mar 31, 2021

$299M

$35.3M

2019

Mar 30, 2020

$197M

n/a

2003

Mar 11, 2024

$301M

$73.2M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$512M

$360M

42.5%

$276M

22.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ARIS WEALTH SERVICES INC

Jan 2, 2015

Mar 29, 2021

STATE COLLEGE, PA

Team lift out

Other

33.3%