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IRONCREST CAPITAL MANAGEMENT LLC
CRD 310022 · SEC 801-119333
2420 CASTILLO STREET, SUITE 100, SANTA BARBARA, CA, 93105, United States
Phone
213-709-4729
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.6M
Discretionary AUM
$32.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $11.4M |
| High net worth individuals | 6 | $21.1M |
All web addresses on file
Official SEC filing: View on IAPD