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⚲
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| Ironvine Capital Partners LLC
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|
|
|---|---|
| CRD # | 168892 |
| SEC # | 801-108956 |
| CIK # | 0001730478 |
| AUM | $1.1 B (2026-05-13) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 402-916-1705 |
| Address | 9290 W Dodge Rd Ste 203 Omaha, NE 68114 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 69.8 | ||
| Alphabet Inc | 62.8 | ||
| Microsoft Corp | 57.4 | ||
| Analog Devices Inc | 56.1 | ||
| Union Pacific Corp | 45.3 | ||
| Visa Inc | 44.6 | ||
| McGraw-Hill Companies Inc | 41.1 | ||
| Moodys Corp /DE/ | 35.7 | ||
| Aon Corp | 34.8 | ||
| Mastercard Inc | 33.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 26.0 |
| (b) Individuals (high net worth individuals) | 61 | 205.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 75.5 |
| (h) Charitable organizations | 4 | 443.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 2.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 390.4 |
| (n) Other | 0 | 0.0 |
| Total | 533 | 1,143.7 |
| By Discretionary | ||
| Discretionary | 533 | 1,143.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 533 | 1,143.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,143.7 | |
| Total | 533 | 1,143.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730478] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Longview Wealth Management Inc
✚
|
GA | 1.2 |
|
Cooper/Haims Advisors LLC
✚
|
NY | 1.2 |
|
Aubrey Capital Management Limited
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|
1.2 | |
|
AB2 Capital Partners LLC
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|
FL | 1.1 |
|
Dean Capital Management LLC
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|
KS | 1.1 |
|
Atlas Capital Advisors Inc
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|
CA | 1.1 |
|
Financial Partners Group Inc
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|
KS | 1.1 |
|
Waterfront Wealth Inc
✚
|
KS | 1.1 |
|
Foundation Resource Management Inc
✚
|
AR | 1.1 |
|
Guardian Wealth Strategies LLC
✚
|
MN | 1.1 |