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IRON POINT PARTNERS, LLC

CRD 157078File 801-73280
APPROVED
Custody
Filing as of Mar 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.41B
Above cohort median (national)
Discretionary AUM
$1.41B
Clients
11
11 accounts
Employees
14
Above cohort median in DC

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Feb 23, 2012
Principal office
1133 CONNECTICUT AVE., NW, SUITE 800, WASHINGTON, DC, 20036
Phone
202-452-8400

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.41B
Discretionary AUM
$1.41B
Non-discretionary AUM
$0
Discretionary accounts
11
Non-discretionary accounts
0
Total accounts
11
AUM per client
$128.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles11$1.41B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.