Investment adviser · CRD 127773

IRON CAPITAL ADVISORS INC.

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed Feb 15, 2024

Regulatory AUM
$5.22B
Form ADV · Item 5.F
Client accounts
172
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
3
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
Retirement plans7$5,130,633,73198.3%
High-net-worth individuals41$52,676,3961.0%
Individuals123$38,680,6640.7%
Filing source

Form ADV 1825211 · Feb 15, 2024 · 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.

GATEWAY FUND, L.P.Hedge Fund · Last reported Mar 20, 2014$672KGross asset value

Form D fundraising filings

Gateway Fund, L.P.

Fund administrator PADGETT & WATTS ATLANTA, Georgia, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor GRANT THORNTON, LLP ATLANTA, Georgia, United States
Custodian TD AMERITRADE, INC. BELLEVUE, Nebraska, United States Related to adviser: No
Prime broker TD AMERITRADE, INC. BELLEVUE, Nebraska, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

TD AMERITRADE, INC.
SEC 8-23395

TD AMERITRADE, INC.
CRD 7870 · SEC 8-23395

Fund details & source
Fund ID
805-5448501481
Reported beneficial owners
2
Minimum commitment
$250K
Form D file number
021-144741

Form ADV 778857 · Mar 20, 2014 · 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: Feb 15, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

3355 LENOX RD, SUITE 925
ATLANTA, GA, 30326, United States

CRD 127773

Filing source

Form ADV 1825211 · Feb 15, 2024 · 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.