Ironvine Capital Partners LLC

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Assets, Funds, Holdings

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Ironvine Capital Partners LLC
CRD #168892
SEC #801-108956
CIK #0001730478
AUM $942.6 MM (2024-03-08)
Employees 5 (100% Investors, 0% Brokers)
Phone402-916-1702
Address9290 W Dodge Rd Ste 203
Omaha, NE 68114
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
110088066044022002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 89.2
GOOG 1,482,566.4 59.5
AMZN 1,092,997.8 54.7
ADI 77,186.0 51.0
SPGI 113,084.7 45.1
TMO 209,733.6 42.9
V 419,260.5 41.2
MCO 49,925.7 36.9
CSGP 23,908.2 34.9
UNH 477,004.0 32.4
View All
Holdings by Sector ($MM)
100080060040020002017201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 58 23.7
(b) Individuals (high net worth individuals) 65 170.4
(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 25 58.6
(h) Charitable organizations 5 369.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 1 2.1
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 11 318.1
(n) Other 0 0.0
Total 452 942.6
By Discretionary
Discretionary 441 935.7
Non-Discretionary 11 6.8
Total 452 942.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 942.6
Total 452 942.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001730478]
Comparable Firms State AUM ($BB)
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CA 0.9
Absher Wealth Management LLC
NC 0.9
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TN 0.9
Levy Wealth Management Group LLC
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Islandbridge Capital Limited
0.9
The de Burlo Group Inc
MA 0.9
Trutina Financial LLC
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Clear Brook Advisors Inc
MA 0.9
Arkos Global Advisors LLC
TX 0.9
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