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Antrim Investment Research

Updated today

Client AUM

$0

Clients

2

Advisors

1

of 1 employees

About

Antrim Investment Research is an equity research boutique that provides subscription-based, institutional-quality equity research and related services to institutional investors and individual subscribers. Offerings include access to a members-only research library, institutional consulting calls to discuss recommendations and models, a monthly investment newsletter, and bespoke research engagements.

The firm uses qualitative fundamental analysis within a value-oriented, absolute-return framework and a long-term horizon, concentrating on special situations and short ideas while covering a limited number of names to enable deep analysis. Its work emphasizes detailed financial modeling, company valuation, and commentary on corporate events rather than managing client investment accounts.

Distinctively, Antrim relies on flat-fee subscription revenue and publishes a periodical, a combination that is uncommon among small independent advisers that typically manage accounts and charge percentage-of-assets fees; the firm does not provide portfolio management for client accounts nor charge AUM-based fees. It also operates a proprietary long/short equity strategy funded with its own capital, distributes research through an affiliated publisher, and makes downloadable reports available to subscribers, with conflicts managed under its stated ethics and trading policies.

Client services

Newsletters or periodicals
Institutional investor consulting; customized investment research

Expertise

Active portfolio management Concentrated stock management

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Fee options

Fixed

Equity Research: $50,000 per year (negotiable); Institutional Investor Consulting: negotiated fixed fee; Customized Investment Research: negotiated fixed fee; Newsletter: $20 per month or $200 per year (negotiable)

Project-based

Up to $300 per hour for consulting and customized investment research services

Subscriptions

Equity Research subscription: $50,000 per year; Investment Ideas Newsletter subscription: $20 per month or $200 per year (both negotiable)

Main office

Richmond VA

Advisors at this office

1

Most active in

Virginia

Also doing business as

Antrim Investment Research · Antrim Investment Research, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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