Antrim Investment Research
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
2
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$0
About
Antrim Investment Research is a small equity research boutique that provides institutional-quality, subscription-based research and consulting to institutional investors, high-net-worth clients, and other professional subscribers. Its services include a members‑only portal for downloadable research reports, customized research projects, and a monthly investment ideas newsletter.
The firm’s investment work centers on qualitative fundamental analysis within a value-investing framework, with an absolute‑return orientation and a focus on special situations and short‑idea generation supported by extensive financial modeling. Antrim does not manage or accept discretionary control of client accounts and also runs a proprietary long/short equity strategy funded with the firm’s own capital.
Distinctive features for an independent adviser include selling research and a periodical on a flat subscription basis rather than operating under percentage‑of‑AUM or performance‑based fee arrangements. The firm also maintains an affiliated publisher to market institutional research and emphasizes providing research and consulting services instead of traditional portfolio management, custody, or AUM-based client relationships.
Client services
Newsletters or periodicals
Institutional investor consulting; customized investment research
Institutional investor consulting; customized investment research
Expertise
Active portfolio management
Concentrated stock management
Fee options
Equity Research subscription fee: $50,000 per year (negotiable); Investment Ideas Newsletter subscription fee: $20 per month or $200 per year; consulting and customized research may be charged as negotiated fixed fees.
Up to $300 per hour for consulting and customized investment research services.
Fee-only: Equity Research subscription fees and Investment Ideas Newsletter subscription fees are flat fees; consulting and customized research fees are negotiated fixed or hourly fees.
Main office location
Antrim Investment Research
Richmond VA, United States
Number of offices
1
Most active in
Antrim Investment Research has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
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Instagram
Website
804-426-3885
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