Investment adviser · CRD 157078

IRON POINT PARTNERS, LLC

Investment adviser filing (IA)

WASHINGTON, DC, United States · Form ADV filed Mar 28, 2026

Regulatory AUM
$1.41B
Form ADV · Item 5.F
Client accounts
11
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
10
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 vehicles11$1,411,205,533100.0%
Filing source

Form ADV 2057654 · Mar 28, 2026 · 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

15 Private funds

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

IRON POINT REAL ESTATE PARTNERS V, L.P.Real Estate Fund · Last reported Mar 28, 2026$447MGross asset value

Form D fundraising filings

Iron Point Real Estate Partners V, L.P.

Fund administrator BEPCO, L.P. FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG, LLP FORT WORTH, Texas, United States
Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Marketer CAPINTRO PARTNERS, LTD. HERTFORDSHIRE, United Kingdom Related to adviser: No
Marketer FURTHER CAPITAL PARTNERS, LTD. TORONTO, Canada Related to adviser: No
Marketer PHOENIX PARTNERS, LTD. LONDON, United Kingdom Related to adviser: No
Marketer SHELTER ROCK CAPITAL GROUP, LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG, LLP
PCAOB 185

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

Fund details & source
Fund ID
805-5026567604
Reported beneficial owners
27
Minimum commitment
$1M
Form D file number
021-425206

Form ADV 2057654 · Mar 28, 2026 · 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.

IRON POINT REAL ESTATE PARTNERS IV, L.P.Real Estate Fund · Last reported Mar 28, 2026$389MGross asset value

Form D fundraising filings

Iron Point Real Estate Partners IV, L.P.

Feeder funds

  • IPREP IV OFFSHORE FEEDER, L.P.
Fund administrator BEPCO, L.P. FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP FORT WORTH, Texas, United States
Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Marketer HOLLISTER ASSOCIATES, LLC MT. PLEASANT, South Carolina, United States Related to adviser: No
Marketer METRIC POINT CAPITAL, LLC STAMFORD, Connecticut, United States Related to adviser: No
Marketer SHELDON SHULMAN TEL AVIV, Israel Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

HOLLISTER ASSOCIATES, LLC
CRD 173366 · SEC 8-69538

METRIC POINT CAPITAL, LLC
CRD 287519 · SEC 8-69901

Fund details & source
Fund ID
805-2185938352
Reported beneficial owners
89
Minimum commitment
$1M
Form D file number
021-299569

Form ADV 2057654 · Mar 28, 2026 · 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.

IRON POINT REAL ESTATE PARTNERS III, L.P.Real Estate Fund · Last reported Mar 28, 2026$316MGross asset value

Form D fundraising filings

Iron Point Real Estate Partners III, L.P.

Fund administrator BEPCO, L.P. FORTH WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP FORT WORTH, Texas, United States
Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Marketer ATLANTIC - PACIFIC CAPITAL, INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

ATLANTIC - PACIFIC CAPITAL, INC.
CRD 38356 · SEC 8-48198

Fund details & source
Fund ID
805-3514057709
Reported beneficial owners
107
Minimum commitment
$1M
Form D file number
021-221141

Form ADV 2057654 · Mar 28, 2026 · 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.

IRON POINT REAL ESTATE PARTNERS II - TE, L.P.Real Estate Fund · Last reported Mar 28, 2026$91MGross asset value

Form D fundraising filings

Iron Point Real Estate Partners II-TE, L.P.

Fund administrator BEPCO, L.P. FORTH WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP FORT WORTH, Texas, United States
Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Marketer ATLANTIC - PACIFIC CAPITAL, INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

ATLANTIC - PACIFIC CAPITAL, INC.
CRD 38356 · SEC 8-48198

Fund details & source
Fund ID
805-5325823634
Reported beneficial owners
43
Minimum commitment
$1M
Form D file number
021-167201

Form ADV 2057654 · Mar 28, 2026 · 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.

IRON POINT REAL ESTATE PARTNERS V CO-INVESTMENT, L.P.Real Estate Fund · Last reported Mar 28, 2026$61.6MGross asset value
Fund administrator BEPCO, LP FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP FORT WORTH, Texas, United States
Custodian JP MORGAN CHASE & CO. FORT WORTH, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

JP MORGAN CHASE & CO.
LEI 815DZWZKVSZI1NUHU748

Fund details & source
Fund ID
805-9464242723
Reported beneficial owners
2
Minimum commitment
$1M

Form ADV 2057654 · Mar 28, 2026 · 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.

IRON POINT REAL ESTATE PARTNERS II, L.P.Real Estate Fund · Last reported Mar 28, 2026$50.3MGross asset value

Form D fundraising filings

Iron Point Real Estate Partners II, L.P.

Fund administrator BEPCO, L.P. FORTH WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP FORT WORTH, Texas, United States
Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Marketer ATLANTIC - PACIFIC CAPITAL, INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

ATLANTIC - PACIFIC CAPITAL, INC.
CRD 38356 · SEC 8-48198

Fund details & source
Fund ID
805-2998754713
Reported beneficial owners
55
Minimum commitment
$1M
Form D file number
021-167199

Form ADV 2057654 · Mar 28, 2026 · 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.

IRON POINT REAL ESTATE PARTNERS IV CO-INVESTMENT, L.P.Real Estate Fund · Last reported Mar 28, 2026$24.6MGross asset value
Fund administrator BEPCO, LP FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP FORT WORTH, Texas, United States
Custodian JP MORGAN CHASE & CO. FORT WORTH, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

JP MORGAN CHASE & CO.
LEI 815DZWZKVSZI1NUHU748

Fund details & source
Fund ID
805-3206007759
Reported beneficial owners
1
Minimum commitment
$1M

Form ADV 2057654 · Mar 28, 2026 · 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: Mar 28, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1133 CONNECTICUT AVE., NW, SUITE 800
WASHINGTON, DC, 20036, United States

CRD 157078

Filing source

Form ADV 2057654 · Mar 28, 2026 · 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.