Form D · Hedge Fund
IRONWOOD INSTITUTIONAL LTD
Grand Cayman, E9 · CIK 0001365495
Offering snapshot reported Jun 23, 2026 · SEC filing
- Reported sold
- $582M Indefinite offering
- Investors reported
- 149 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- May 1, 2006 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$558,930,934 → $581,942,852
- Reported investors137 → 149
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 23, 2026 | Amendment | $581,942,852 | $23,011,918vs Jun 23, 2025 | 149 | SEC filing |
| Jun 23, 2025 | Amendment | $558,930,934 | $9,349,683vs Jun 21, 2024 | 137 | SEC filing |
| Jun 21, 2024 | Amendment | $549,581,251 | $6,690,219vs Jun 21, 2023 | 132 | SEC filing |
| Jun 21, 2023 | Amendment | $542,891,032 | $51,743,392vs Jun 21, 2022 | 126 | SEC filing |
| Jun 21, 2022 | Amendment | $491,147,640 | $65,479,956vs Jun 21, 2021 | 105 | SEC filing |
| Jun 21, 2021 | Amendment | $425,667,684 | $62,917,681vs Jun 19, 2020 | 75 | SEC filing |
| Jun 19, 2020 | Amendment | $362,750,003 | $0vs Mar 13, 2020 | 67 | SEC filing |
| Mar 13, 2020 | Amendment | $362,750,003 | $11,592,092vs Mar 15, 2019 | 67 | SEC filing |
| Mar 15, 2019 | Amendment | $351,157,911 | $46,802,135vs Mar 16, 2018 | 61 | SEC filing |
| Mar 16, 2018 | Amendment | $304,355,776 | $6,363,459vs Mar 17, 2017 | 55 | SEC filing |
| Mar 17, 2017 | Amendment | $297,992,317 | $9,890,252vs Mar 16, 2016 | 50 | SEC filing |
| Mar 16, 2016 | Amendment | $288,102,065 | $5,630,049vs Mar 16, 2015 | 46 | SEC filing |
| Mar 16, 2015 | Amendment | $282,472,016 | $4,951,439vs Mar 14, 2014 | 43 | SEC filing |
| Mar 14, 2014 | Amendment | $277,520,577 | $8,286,012vs Mar 14, 2013 | 41 | SEC filing |
| Mar 14, 2013 | Amendment | $269,234,565 | $2,202,115vs Mar 14, 2012 | 40 | SEC filing |
| Mar 14, 2012 | Amendment | $267,032,450 | $9,822,233vs Mar 14, 2011 | 38 | SEC filing |
| Mar 14, 2011 | Amendment | $257,210,217 | $12,936,503vs Mar 9, 2010 | 25 | SEC filing |
| Mar 9, 2010 | Amendment | $244,273,714 | $16,773,463vs Mar 13, 2009 | 20 | SEC filing |
| Mar 13, 2009 | Amendment | $227,500,251 | No comparison | Not reported | SEC filing |
| May 25, 2006 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $1.53M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-90628
IM pays up to 30% of mgt fees to selling agents-see item 12. Current offering began prior to 3/15/09; item 15 reflects info from such date. Certain entities listed in Item 12 are no longer registered broker-dealers & therefore receive no commissions.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| RBC Securities, Inc. | 103705 | |
| Citigroup Global Markets, Inc. | 7059 | |
| Oppenheimer & Co. Inc. | 249 | |
| Morgan Keegan & Company, LLC | 4161 | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | |
| Enerecap Partners, LLC | 26554 | |
| MT Rushmore Securities LLC | 130955 | |
| Capital Management Partners, Inc. | 21973 | |
| EMCOR Securities, Inc. | 45722 | |
| Fortigent Securities Company, LLC | 46022 | |
| Metcircle Securities LLC | 132690 | |
| Osage Investments, Inc. | 118539 | |
| Stifel, Nicolaus & Company, Inc. | 793 | |
| HighTower Securities LLC | 116681 | |
| Foreside Fund Services, LLC | 46106 | |
| RA Bench Inc. | 108011 | |
| LPL Financial LLC | 6413 | LPL Enterprise, LLC · CRD 8733 |
| Credit Suisse Securities (USA) LLC | 816 | |
| Raymond James & Associates, Inc. | 705 | |
| Kingswood Capital Partners, LLC | 288898 | |
| Morgan Stanley | 149777 | |
| J.P. Morgan Securities LLC | 79 |
Source: Form D, filed Jun 23, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Phillip Cater | Director |
| Jonathan Gans | Director |
| Ian Goodall | Director |
| N/A Ironwood Capital Management | Executive |
| N/A Ironwood Capital Management Corporation | Executive |
| Ruan Van Vuuren | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
Maples Corporate Services Limited Ugland House, South Church Street
Grand Cayman, E9, KY1-1104
Grand Cayman, E9, KY1-1104