Michael A Allison
Investment adviser representative at Investment Research Partners
26 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$512.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- Investment Research PartnersMar 2024 to now
- New Lantern Capital, LLCDec 2022 to now
- New Lantern AdvisorsDec 2021 to Mar 2024
- Eaton Vance ManagementJun 2000 to Dec 2021
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
Investment Research Partners
Legal name: Investment Research Partners LLC
$512.4MAssets managed
3Clients
1Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7425799
- Firm CRD
- 304315