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| Ironwood Investment Management LLC
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| |
|---|---|
| CRD # | 108467 |
| SEC # | 801-55081 |
| CIK # | 0001127761, 0001630360 |
| AUM | $218.0 MM (2024-03-28) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 617-757-7600 |
| Address | 67 Batterymarch Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GPI | 2,950.5 | 5.2 | |
| FRPT | 2,597.1 | 4.7 | |
| SMCI | 2,169.7 | 4.0 | |
| PI | 1,421.8 | 3.8 | |
| CYTK | 4,051.3 | 3.2 | |
| BBSI | 529.1 | 2.9 | |
| TTMI | 1,263.7 | 2.9 | |
| NVO | 245,328.6 | 2.8 | |
| ARW | 7,353.2 | 2.6 | |
| KOP | 485.9 | 2.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Ironwood Concentrated Fund LP | [2014-03-28] | 0.0 | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 247 | 218.0 |
| (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 | 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 | 247 | 218.0 |
| By Discretionary | ||
| Discretionary | 247 | 218.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 247 | 218.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 218.0 | |
| Total | 247 | 218.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Donald Collins | 5 | ||
| Warren Isabelle | 3 | ||
| Ironwood Investment Management LLC | 2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001127761] | |
| D | [0001127761] | |
| SC 13G | [0001127761] | |
| 13F-HR | [0001630360] |
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