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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ironbridge Private Wealth LLC
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|---|---|
| CRD # | 287714 |
| SEC # | 801-115022 |
| CIK # | 0001850996 |
| AUM | $314.8 M (2025-02-20) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 512-327-8901 |
| Address | 6420 Bee Caves Road Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 62.4 | ||
| SPDR Gold Trust | 6.7 | ||
| Apple Inc | 6.1 | ||
| Microsoft Corp | 5.8 | ||
| Amazon Com Inc | 5.1 | ||
| Advanced Micro Devices Inc | 5.0 | ||
| Honeywell International Inc | 4.4 | ||
| Alphabet Inc | 4.3 | ||
| Square Inc | 4.2 | ||
| Caterpillar Inc | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 20.6 |
| (b) Individuals (high net worth individuals) | 80 | 292.6 |
| (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 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 476 | 314.8 |
| By Discretionary | ||
| Discretionary | 475 | 314.7 |
| Non-Discretionary | 1 | 0.1 |
| Total | 476 | 314.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 313.6 | |
| Total | 476 | 314.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001850996] |
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