IRONVIEW CAPITAL MANAGEMENT, LLC

CRD 150250File 801-78950

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.39B

Above cohort median (national)

Discretionary AUM

$1.37B

Non-discretionary $21.8M

Clients

445

445 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.