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| Happy Holidays!! thanks for using AUM13F!! |
| Ironwood Capital Advisors LLC
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| CRD # | 321642 |
| SEC # | 801-125824 |
| CIK # | |
| AUM | $903.0 M (2025-03-27) |
| Employees | 18 (100% Investors, 0% Brokers) |
| Phone | 860-409-2100 |
| Address | 45 Nod Road Avon, CT 06001 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Ironwood Mezzanine Fund II LP | 2025-03-27 | 8.5 | |
| Other | Wildwood Capital Ma SPV LLC | [2025-03-27] | 0.0 | |
| PE | Ironwood Capital Partners V LP | [2022-03-31] | 133.8 | 458.5 |
| PE | Ironwood Capital Partners V SBIC LP | [2022-03-31] | 25.8 | 162.3 |
| PE | Ironwood Mezzanine Fund IV-B LP | [2018-03-31] | 82.4 | 67.7 |
| PE | Ironwood Mezzanine Fund IV-A LP | [2017-03-31] | 82.4 | 61.8 |
| PE | Ironwood Mezzanine Fund IV LP | [2017-03-31] | 163.9 | 81.2 |
| PE | Ironwood Mezzanine Fund III-A LP | [2012-03-20] | 54.7 | 33.1 |
| PE | Ironwood Mezzanine Fund III LP | [2012-03-20] | 143.1 | 29.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 10 | 903.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 903.0 |
| By Discretionary | ||
| Discretionary | 10 | 903.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 903.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 903.0 | |
| Total | 10 | 903.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Dickson Suit | 13 | |||
| Carolyn Galiette | 8 | |||
| James Barra | 8 | |||
| Roger Roche Jr | 6 | |||
| Marc Reich | 5 | |||
| Alexander Levental | 4 | |||
| Roger Roche | 4 | |||
| Suit Dickson | 2 | |||
| Ironwood Capital Management V LLC | 2 | |||
| Ironwood Mezzanine Management IV LLC | 2 | |||
| View All | ||||
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