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IRONWOOD CAPITAL MANAGEMENT CORP
CRD 109330File 801-56679
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.23B
Top 10% of cohort (national)
Discretionary AUM
$8.23B
Clients
8
8 accounts
Employees
43
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 13, 1999
- Principal office
- ONE MARKET PLAZA, STEUART TOWER, SUITE 2500, SAN FRANCISCO, CA, 94105
- Phone
- (415) 777-2400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.23B
- Discretionary AUM
- $8.23B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $1.03B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $6.14B |
| Pooled investment vehicles | 6 | $2.09B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $7,327,498,443 | $8,225,793,478 | increased by$898,295,035 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 43 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,332,595,269 | $7,327,498,443 | increased by$1,994,903,174 |
| Apr 1, 2022 | Employees | 31 | 33 | increased by2 |
| Apr 1, 2022 | AUM | $4,104,675,256 | $5,332,595,269 | increased by$1,227,920,013 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IRONWOOD CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IRONWOOD CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.