← Directory
IRONVIEW CAPITAL MANAGEMENT, LLC
CRD 150250File 801-78950
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.39B
Above cohort median (national)
Discretionary AUM
$1.37B
Non-discretionary $21.8M
Clients
445
445 accounts
Employees
12
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 2, 2014
- Principal office
- 200 BARR HARBOR DRIVE, SUITE 400, CONSHOHOCKEN, PA, 19428
- Phone
- 215-793-0111
- Website
- HTTPS://WWW.IRONVIEW.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.39B
- Discretionary AUM
- $1.37B
- Non-discretionary AUM
- $21.8M
- Discretionary accounts
- 436
- Non-discretionary accounts
- 9
- Total accounts
- 445
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 307 | $1.11B |
| Pooled investment vehicles | 1 | $13.7M |
| Pension and profit sharing plans | 58 | $257.0M |
| Individuals (other than high net worth individuals) | 79 | $17.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
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 | Clients | 413 | 445 | increased by32 |
| Apr 1, 2026 | AUM | $1,146,358,881 | $1,394,221,866 | increased by$247,862,985 |
| Apr 1, 2026 | Accounts | 413 | 445 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 284 | 413 | increased by129 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $764,863,130 | $1,146,358,881 | increased by$381,495,751 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 284 | 413 | increased by129 |
| Apr 1, 2022 | Employees | 8 | 11 | increased by3 |
| Apr 1, 2022 | Clients | 251 | 284 | increased by33 |
| Apr 1, 2022 | AUM | $567,900,454 | $764,863,130 | increased by$196,962,676 |
| Apr 1, 2022 | Accounts | 252 | 284 | increased by32 |
| 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 “IRONVIEW CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IRONVIEW 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.