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| Ironwood Investment Management LLC
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|---|---|
| CRD # | 108467 |
| SEC # | 801-55081 |
| CIK # | 0001127761, 0001630360 |
| AUM | 278.2 M (2026-03-31) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 617-757-7600 |
| Address | 67 Batterymarch Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 43.0 | ||
| Amazon Com Inc | 7.7 | ||
| Alphabet Inc | 7.1 | ||
| Alphabet Inc | 6.6 | ||
| Lilly Eli & Co | 6.2 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Ironwood Concentrated Fund LP | [2014-03-28] | 0.0 M | |
| Filed 2021-08-17 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 288 | 278.1 |
| (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 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 289 | 278.2 |
| By Discretionary | ||
| Discretionary | 289 | 278.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 289 | 278.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.2 | |
| Total | 289 | 278.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Donald Collins | Executive Officer | 5 | 3 | |
| Warren Isabelle | Director | 3 | 2 | |
| Ironwood Investment Management LLC | Promoter | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001127761] | |
| D | [0001127761] | |
| SC 13G | [0001127761] | |
| 13F-HR | [0001630360] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 6 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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