Investment adviser · CRD 106682
IRON FINANCIAL LLC
NORTHBROOK, IL, United States · Form ADV filed Jun 27, 2025
- Regulatory AUM
- $472M Form ADV · Item 5.F
- Client accounts
- 657 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $449,097,026 | 12 | Mar 28, 2022 |
| 2022 | $412,755,308 | 10 | Mar 23, 2023 |
| 2023 | $421,111,841 | 10 | Feb 29, 2024 |
| 2024 | $472,137,075 | 11 | May 1, 2025 |
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 99 | $380,569,999 | 80.6% |
| Individuals | 135 | $48,874,336 | 10.4% |
| Corporations & businesses | 14 | $35,122,224 | 7.4% |
| Retirement plans | Fewer than 5 | $7,570,516 | 1.6% |
Filing source
Form ADV 2000646 · Jun 27, 2025 · Item 5.D
Reported by IRON FINANCIAL LLC (CRD 106682).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
DEMARCO SCIACCOTTA WILKENS & DUNLEAVY, LLP
Auditor · funds reporting this exact name in the selected filing
These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.
Private funds & service providers
2 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
IRON PRIVATE SERIES, LLC - SERIES APrivate Equity Fund$4.36MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
DEMARCO SCIACCOTTA WILKENS & DUNLEAVY, LLP
PCAOB 5376
Fund details & source
- Fund ID
- 805-4264830851
- Reported beneficial owners
- 12
- Minimum commitment
- $100K
- Form D file number
- 021-518464
Form ADV 2000646 · Jun 27, 2025 · Schedule D 7.B.(1)
Reported by IRON FINANCIAL LLC (CRD 106682).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
IRON PRIVATE SERIES, LLC - SERIES BReal Estate Fund$4.05MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
DEMARCO SCIACCOTTA WILKENS & DUNLEAVY, LLP
PCAOB 5376
Fund details & source
- Fund ID
- 805-8146199937
- Reported beneficial owners
- 16
- Minimum commitment
- $100K
- Form D file number
- 021-531422
Form ADV 2000646 · Jun 27, 2025 · Schedule D 7.B.(1)
Reported by IRON FINANCIAL LLC (CRD 106682).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since May 1, 2025 · previous imported filing
No comparable changes in the displayed metrics.
Filing source
Form ADV 2000646 · Jun 27, 2025 · Items 1 & 5
Reported by IRON FINANCIAL LLC (CRD 106682).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $464M
- Non-discretionary
- $8.41M
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
630 DUNDEE ROAD, SUITE 300NORTHBROOK, IL, 60062, United States
CRD 106682
Filing source
Form ADV 2000646 · Jun 27, 2025 · Items 1 & 5
Reported by IRON FINANCIAL LLC (CRD 106682).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.