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IRONVIEW CAPITAL MANAGEMENT, LLC
CRD 150250 · SEC 801-78950
200 BARR HARBOR DRIVE, SUITE 400, CONSHOHOCKEN, PA, 19428, United States
Phone
215-793-0111
Fax
215-793-0113
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.39B
Discretionary AUM
$1.37B
Team
12 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingCORPORATE CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $17.7M |
| High net worth individuals | 307 | $1.11B |
| Pooled investment vehicles | 1 | $13.7M |
| Pension/profit sharing plans | 58 | $257.0M |
States served
CA, CO, DC, GA, MD, MA, NJ, NY, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD