The IRONWOOD INVESTMENT MANAGEMENT, LLC is a privately held investment adviser that advises $278.16mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. IRONWOOD INVESTMENT 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 38.7% over the last 5-years.
The Group has been registered with the SEC for 28.64 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 67 BATTERYMARCH STREET 3RD FLOOR, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 6 investment and 2 non-investment staff. The total number of Employees decreased by 20% over the last 5-years.
Their $278.16mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $278.12mn or 99.99% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $33.15K or 0.01% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $14.02K in assets.
The Group discloses management fees and performance-based fees.
IRONWOOD INVESTMENT 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.