IRONWOOD INVESTMENT MANAGEMENT, LLC

CRD 108467 · SEC 801-55081

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67 BATTERYMARCH STREET, 3RD FLOOR, BOSTON, MA, 02110, United States

Phone

617-757-7600

Fax

617-757-7605

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$278.2M

Discretionary AUM

$278.2M

Team

8 total employees; 6 advisory reps; 6 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
High net worth individuals	288	$278.1M
Pooled investment vehicles	1	$33K

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTP://WWW.IRONWOODINVESTMENTMANAGEMENT.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/IRONWOOD-INVESTMENT-MANAGEMENT-LLC/

Official SEC filing: View on IAPD