Ironbridge Private Wealth LLC

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Ironbridge Private Wealth LLC
CRD #287714
SEC #801-115022
CIK #0001850996
AUM 379.7 M (2026-03-14)
Employees 6 (100% Investors, 0% Brokers)
Fees
Minimum
Phone512-327-8901
Address6420 Bee Caves Road
Austin, TX 78746
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
4003202401608002010201520212027
Fees and Compensation — Form ADV Part 2A (3/14/2026) [Brochure]
Item 5 Fees and Compensation
General Fee Information

Fees paid to IronBridge are exclusive of all custodial and transaction costs paid to the client's
custodian, brokers or other separate account managers. Please see Item 12 - Brokerage Practices for
additional information. Fees paid to IronBridge are also separate and distinct from the fees and
expenses charged by mutual funds, exchange traded funds ("ETFs") or other investment pools to their
shareholders (generally including a management fee and fund expenses, as described in each fund's
prospectus or offering materials). The client should review all fees charged by funds, brokers,
IronBridge and others to fully understand the total amount of fees paid by the client for investment and
financial-related services.

Portfolio Management Fees
The annual fee schedule for portfolio management, based on the amount of assets under the firm's
management, is as follows:

Assets                      Fee Rate
$50,000 – $2,000,000        1.25%
$2,000,0001 – $5,000,000 1.00%
$5,000,001 +                0.75%

We combine the account values of family members living in the same household to determine the
applicable advisory fee. For example, we may combine account values for you and your minor
children, joint accounts with your spouse, and other types of related accounts. Combining account
values may increase the asset total, which may result in your paying a reduced advisory fee based on
the available breakpoints in our fee schedule stated above. IronBridge may, at its discretion, make

exceptions to the foregoing or negotiate special fee arrangements where IronBridge deems it
appropriate under the circumstances In addition, IronBridge may, in its discretion, enter into
performance-based fee arrangements with certain high net worth clients as described below under
Account Minimums and Types of Clients — Form ADV Part 2A (3/14/2026) [Brochure]
Item 7 Types of Clients
IronBridge serves individuals, pension and profit-sharing plans, corporations, trusts, estates and
charitable organizations.
Sector Form 13F Holdings Value ($M)
Nvidia Corp 94.0
SPDR Gold Trust 12.3
Palantir Technologies Inc 7.6
EZCORP Inc 6.1
Coreweave Inc 5.6
Honeywell International Inc 5.4
Freeport McMoran Copper & Gold Inc 5.1
iShares Silver Trust 4.9
Caterpillar Inc 3.2
Alphabet Inc 3.0
View All
Holdings by Sector ($M)
3502802101407002021202320252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 89 27.6
(b) Individuals (high net worth individuals) 74 349.7
(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 0 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 3 2.3
(n) Other 0 0.0
Total 506 379.7
By Discretionary
Discretionary 505 379.6
Non-Discretionary 1 0.1
Total 506 379.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 379.7
Total 506 379.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001850996]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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