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OLD IRONSIDES ENERGY, LLC
CRD 168670File 801-78440
APPROVED
Custody
Disclosure events
Filing as of Apr 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.21B
Above cohort median (national)
Discretionary AUM
$1.21B
Clients
10
10 accounts
Employees
13
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 14, 2013
- Principal office
- 500 TOTTEN POND ROAD, SUITE 630, WALTHAM, MA, 02451
- Phone
- 617-366-2030
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.21B
- Discretionary AUM
- $1.21B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 10
- Non-discretionary accounts
- 0
- Total accounts
- 10
- AUM per client
- $121.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 10 | $1.21B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
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.