|
⚲
|
| Iron Capital Advisors Inc
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|
|
|---|---|
| CRD # | 127773 |
| SEC # | 801-62259 |
| CIK # | |
| AUM | $4.2 BB (2023-03-11) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 404-564-9850 |
| Address | 3355 Lenox Rd Atlanta, GA 30326 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Gateway Fund LP | [2012-03-30] | 0.8 | 0.8 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 0.0 |
| (b) Individuals (high net worth individuals) | 29 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 4.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 174 | 4.2 |
| By Discretionary | ||
| Discretionary | 167 | 1.1 |
| Non-Discretionary | 7 | 3.1 |
| Total | 174 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 174 | 4.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Charles Osborne | 2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Howard Capital Management Inc
✚
|
GA | 4.5 |
|
Pictet North America Advisors Sa
✚
|
4.5 | |
|
Bramshill Investments LLC
✚
|
FL | 4.5 |
|
ACR Alpine Capital Research LLC
✚
|
MO | 4.4 |
|
Stonegate Investment Group LLC
✚
|
AL | 4.1 |
|
LMCG Investments LLC
✚
|
MA | 4.0 |
|
Copeland Capital Management LLC
✚
|
PA | 4.0 |
|
Brave Warrior Advisors LLC
✚
|
NY | 3.9 |
|
1607 Capital Partners LLC
✚
|
VA | 3.9 |
|
SB Value Partners LP
✚
|
TX | 3.9 |