|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Old Ironsides Energy LLC
✚
|
|
|---|---|
| CRD # | 168670 |
| SEC # | 801-78440 |
| CIK # | |
| AUM | $1.1 B (2025-05-01) |
| Employees | 14 (43% Investors, 0% Brokers) |
| Phone | 617-366-2030 |
| Address | 500 Totten Pond Road Waltham, MA 02451 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | OIE Stream Co-Invest Fund I LP | [2025-03-28] | 0.0 | 18.2 |
| PE | OIE Stream Fund I LP | [2025-03-28] | 0.0 | 107.9 |
| PE | Old Ironsides Brazos III-A LP | [2024-03-26] | 0.0 | 167.2 |
| PE | Old Ironsides Energy Fund III-A LP | [2018-03-27] | 75.0 | 435.6 |
| PE | Old Ironsides Energy Fund III-B LP | [2018-03-27] | 177.5 | 104.7 |
| PE | Old Wagon Co-Invest LP | [2016-03-28] | 252.5 | 252.5 |
| PE | Old Ironsides Energy Fund II-A LP | [2015-03-26] | 60.1 | 249.4 |
| PE | Old Ironsides Energy Fund II-B LP | [2015-03-26] | 219.0 | 49.7 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 1.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 1.1 |
| By Discretionary | ||
| Discretionary | 9 | 1.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 9 | 1.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Scott Carson | 16 | |||
| Sean ONeill | 25 | |||
| Daniel Rioux | 13 | |||
| Kevin Donahue | 10 | |||
| Gregory Morzano | 10 | |||
| Old Ironsides Energy LLC | 7 | |||
| Old Ironsides Fund II Management Company LLC | 3 | |||
| Old Ironsides Energy Fund III GP LP | 3 | |||
| Old Ironsides Fund III Management Company LP | 3 | |||
| Old Ironsides Fund III Management Company LLC | 3 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
WM Partners LP
✚
|
FL | 1.2 |
|
AIP Management LP
✚
|
TX | 1.2 |
|
MVP Manager LLC
✚
|
NY | 1.1 |
|
ZBS Partners LLC
✚
|
NY | 1.1 |
|
Miravast Asset Management LLC
✚
|
PA | 1.1 |
|
Beekman Investment Advisors LLC
✚
|
NY | 1.1 |
|
Merit Capital Partners IV LLC
✚
|
IL | 1.1 |
|
HG Capital Management LLC
✚
|
TN | 1.1 |
|
Aldrich Capital Partners LLC
✚
|
VA | 1.1 |
|
NorthStar Company LLC
✚
|
MN | 1.1 |