Investment adviser · CRD 324554

IRA CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

IRVINE, CA, United States · Form ADV filed Jun 28, 2023

Regulatory AUM
$150M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
22
Reported in this filing
Advisory professionals
22
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$150,000,000100.0%
Filing source

Form ADV 1764138 · Jun 28, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

IRA HEALTHCARE REAL ESTATE FUND, L.P.Real Estate Fund · Last reported Jun 28, 2023$0Gross asset value
Auditor FGMK, LLC CHICAGO, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4847822777
Reported beneficial owners
1
Minimum commitment
$100K

Form ADV 1764138 · Jun 28, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 28, 2023. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

3121 MICHELSON DRIVE, SUITE 500
IRVINE, CA, 92612, United States

CRD 324554

Filing source

Form ADV 1764138 · Jun 28, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.