Investment adviser · CRD 106682
IRON FINANCIAL LLC
NORTHBROOK, IL, United States · Form ADV filed Mar 20, 2026
- Regulatory AUM
- $489M Form ADV · Item 5.F
- Client accounts
- 649 Accounts, not individual clients
- Employees
- 10 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 |
| 2025 | $489,165,569 | 10 | Mar 20, 2026 |
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 | 108 | $420,803,465 | 86.0% |
| Individuals | 124 | $40,925,387 | 8.4% |
| Corporations & businesses | 13 | $18,922,540 | 3.9% |
| Retirement plans | Fewer than 5 | $8,514,177 | 1.7% |
Filing source
Form ADV 2071686 · Mar 20, 2026 · Item 5.D
Reported by IRON FINANCIAL LLC (CRD 106682).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
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.
Private funds & service providers
1 selected 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 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 2071686 · Mar 20, 2026 · Schedule D 7.B.(1)
Reported by IRON FINANCIAL LLC (CRD 106682).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
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 Oct 24, 2025 · previous imported filing
- Regulatory AUM$472,137,075 → $489,165,569
- Client accounts657 → 649
- Employees11 → 10
Filing source
Form ADV 2071686 · Mar 20, 2026 · Items 1 & 5
Reported by IRON FINANCIAL LLC (CRD 106682).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
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
- $489M
- Non-discretionary
- $0
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 2071686 · Mar 20, 2026 · Items 1 & 5
Reported by IRON FINANCIAL LLC (CRD 106682).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
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.