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IRONVINE CAPITAL PARTNERS, LLC
CRD 168892 · SEC 801-108956
9290 W. DODGE RD; STE 203, OMAHA, NE, 68114, United States
Phone
402-916-1705
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.14B
Discretionary AUM
$1.14B
Team
5 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $26.0M |
| High net worth individuals | 61 | $205.6M |
| Pension/profit sharing plans | 24 | $75.5M |
| Charitable organizations | 4 | $443.7M |
| Insurance companies | 1 | $2.5M |
| Corporations/business entities | 13 | $390.4M |
States served
NE, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD