The IRON FINANCIAL LLC is a privately held investment adviser that advises $501.58mn in regulatory assets under management held in 3 SEC fund types across 2 investment strategies. IRON FINANCIAL 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 decreased by 11.14% over the last 5-years.
The Group has been registered with the SEC for 32.22 years and is comprised of 1 filing and 1 relying advisers. They operate out of 1 office location with their Headquarters at 630 DUNDEE ROAD SUITE 300, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 9 investment and 1 non-investment staff. The total number of Employees decreased by 33.33% over the last 5-years.
Their $501.58mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 14 other accounts. Assets of High Net Worth Individuals clients own $420.8mn or 83.9% of Total Assets and Individuals own $40.93mn or 8.16% of Total Assets.
The Group's top investment strategies include Multi Strat and FI/Credit - Diverse, representing 67.77% and 32.23% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
IRON FINANCIAL 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.