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| Happy Holidays!! thanks for using AUM13F!! |
| Iron Financial LLC
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| CRD # | 106682 |
| SEC # | 801-46417 |
| CIK # | 0001595509 |
| AUM | $472.1 M (2025-06-27) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 847-715-3200 |
| Address | 630 Dundee Road Northbrook, IL 60062 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001595509 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CME Group Inc | 16.2 | ||
| Apple Inc | 13.3 | ||
| Microsoft Corp | 4.1 | ||
| Amazon Com Inc | 3.1 | ||
| Facebook Inc | 2.7 | ||
| J P Morgan Chase & Co | 2.6 | ||
| Nvidia Corp | 2.5 | ||
| CBOE Holdings Inc | 2.4 | ||
| Johnson & Johnson | 1.6 | ||
| Global MOFY Metaverse Ltd | 1.3 | ||
| AT&T Inc | 1.3 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Iron Private Series LLC - Series B | [2025-03-26] | 4.0 | 4.0 |
| PE | Iron Private Series LLC - Series A | [2024-07-11] | 12.0 | 4.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 0.0 |
| (b) Individuals (high net worth individuals) | 99 | 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 | 14 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 657 | 0.5 |
| By Discretionary | ||
| Discretionary | 620 | 0.5 |
| Non-Discretionary | 37 | 0.0 |
| Total | 657 | 0.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.5 | |
| Total | 657 | 0.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Robert Cohn | 5 | ||
| Howard Nixon | 2 | ||
| Aaron Izenstark | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001595509] |
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