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| Iron Financial LLC
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| CRD # | 106682 |
| SEC # | 801-46417 |
| CIK # | 0001595509 |
| AUM | 489.2 M (2026-03-20) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 847-715-3200 |
| Address | 630 Dundee Road Northbrook, IL 60062 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CME Group Inc | 17.2 | ||
| Apple Inc | 16.1 | ||
| Nvidia Corp | 3.2 | ||
| CBOE Holdings Inc | 2.9 | ||
| Amazon Com Inc | 2.9 | ||
| J P Morgan Chase & Co | 2.7 | ||
| Microsoft Corp | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Iron Private Series LLC - Series C | [2026-03-20] | 3.8 M | 4.0 M |
| Offered $4,000,000 · Filed 2025-08-15 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $50,000 · Remaining $200,000 · Duration More than one year · Revenue $1 - $1,000,000 | ||||
| RE | Iron Private Series LLC - Series B | [2025-03-26] | 4.0 M | 4.0 M |
| Filed 2025-12-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Revenue $1 - $1,000,000 | ||||
| PE | Iron Private Series LLC - Series A | [2024-07-11] | 12.0 M | 4.4 M |
| Filed 2026-01-16 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue $1 - $1,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 0.0 |
| (b) Individuals (high net worth individuals) | 108 | 0.4 |
| (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 | 1 | 0.0 |
| (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 | 13 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 649 | 0.5 |
| By Discretionary | ||
| Discretionary | 649 | 0.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 649 | 0.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.5 | |
| Total | 649 | 0.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Robert Cohn | Director | 7 | 2 | |
| Howard Nixon | Executive Officer | 4 | 2 | |
| Aaron Izenstark | Executive Officer | 4 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001595509] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity, Real Estate |
| LEI | XG4SG9QOTE611OBPQ |
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