Investment adviser · CRD 150250

IRONVIEW CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

CONSHOHOCKEN, PA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$1.39B
Form ADV · Item 5.F
Client accounts
445
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
9
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
High-net-worth individuals307$1,105,815,19979.3%
Retirement plans58$257,013,69618.4%
Individuals79$17,712,0601.3%
Pooled investment vehicles1$13,680,9111.0%
Filing source

Form ADV 2089251 · Mar 31, 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

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.

IRONVIEW PRIVATE EQUITY PARTNERS I LPPrivate Equity Fund · Last reported Mar 31, 2026$13.7MGross asset value
Fund administrator APEX GROUP LTD. EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KREISCHER MILLER HORSHAM, Pennsylvania, United States
Custodian TD BANK, NATIONAL ASSOCIATION CHERRY HILL, New Jersey, 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

KREISCHER MILLER
PCAOB 6151

TD BANK, NATIONAL ASSOCIATION
LEI 03D0JEWFDFUS0SEEKG89

Fund details & source
Fund ID
805-8358591819
Reported beneficial owners
31
Minimum commitment
$100K
Form D file number
021-39215

Form ADV 2089251 · Mar 31, 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 31, 2026. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly · Fixed

Principal office

200 BARR HARBOR DRIVE, SUITE 400
CONSHOHOCKEN, PA, 19428, United States

CRD 150250

Filing source

Form ADV 2089251 · Mar 31, 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.