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Investment Research Partners CRD 304315
$512M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
801-1 Pike Street, Lemont, PA 16851 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-11 |
| PA | RA | APPROVED | 2024-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Lantern Advisors | Saratoga Springs | NY | 12/2021 | 03/2024 |
| Eaton Vance Management | Boston | MA | 06/2000 | 12/2021 |
| New Lantern Capital, Llc | Saratoga Springs | NY | 12/2022 | Present |
| Investment Research Partners | Lemont | PA | 03/2024 | Present |
(1) New Lantern Capital, LLC; investment-related; 63 PUTNAM STREET, SUITE 202, SARATOGA SPRINGS, NY 12866; General Partner; Member; 12/2022-Present; less tha25hrs/month, none of which are during securities trading hours; marketing, admin, and general partner duties for fund management. (2) Cache Financials, Inc.; investment-related; 501 North San Mateo Drive San Mateo, CA 94401; Investment Strategist; 10/2023; 5-10hrs per week; 5 of which during securities trading hours; Assist with strategies related to the firm's exchange fund business
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