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| Happy Holidays!! thanks for using AUM13F!! |
| Ironview Capital Management LLC
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| CRD # | 150250 |
| SEC # | 801-78950 |
| CIK # | |
| AUM | $1.1 B (2025-03-26) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 215-793-0111 |
| Address | 200 Barr Harbor Drive, Suite 400 Conshohocken, PA 19428 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Ironview Private Equity Partners I LP | 2021-02-03 | 12.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 7.8 |
| (b) Individuals (high net worth individuals) | 303 | 906.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 12.3 |
| (g) Pension and profit sharing plans | 61 | 219.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 413 | 1,146.4 |
| By Discretionary | ||
| Discretionary | 403 | 1,129.2 |
| Non-Discretionary | 10 | 17.2 |
| Total | 413 | 1,146.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,146.4 | |
| Total | 413 | 1,146.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Florence Capital Advisors LP
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|
1.3 | |
|
Newport Capital Group LLC
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|
NJ | 1.2 |
|
Hunter Associates Investment Management LLC
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|
PA | 1.2 |
|
Ellsworth Advisors LLC
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|
OH | 1.2 |
|
Henry H Armstrong Associates Inc
✚
|
PA | 1.1 |
|
Monogram Capital Management LP
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|
CA | 1.1 |
|
Trinity Alps Capital Partners LP
✚
|
CA | 1.1 |
|
Oakridge Management Group LLC
✚
|
CT | 1.1 |
|
Cypress Point Wealth Management LLC
✚
|
TX | 1.1 |
|
Pharos Capital Group LLC
✚
|
TN | 1.1 |