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IRONVIEW CAPITAL MANAGEMENT, LLC

Business and Investment Profile

The IRONVIEW CAPITAL MANAGEMENT, LLC is a privately held investment adviser that advises $1.39Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. IRONVIEW CAPITAL MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 145.5% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 12.58 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 200 BARR HARBOR DRIVE, SUITE 400, CONSHOHOCKEN, PENNSYLVANIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 12 employees comprised of 9 investment and 3 non-investment staff. The total number of Employees increased by 50% over the last 5-years.

Asset Profile

Their $1.39Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 58 other accounts. Assets of High Net Worth Individuals clients own $1.11Bn or 79.31% of Total Assets and Pension and Profit Sharing Plans-Private own $257.01mn or 18.43% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.

Client Profile

They advise 4 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees and management fees.

Sub-Advisers

IRONVIEW CAPITAL MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: IRONVIEW CAPITAL MANAGEMENT, LLC

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Keywords: Ironview Capital Management, Ironview
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