IRONVINE CAPITAL PARTNERS, LLC

CRD 168892File 801-108956

APPROVED

Retail clients

Filing as of May 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.14B

Above cohort median (national)

Discretionary AUM

$1.14B

Clients

170

533 accounts

Employees

Above cohort median in NE

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jan 23, 2017
Principal office: 9290 W. DODGE RD; STE 203, OMAHA, NE, 68114
Phone: 402-916-1705
Website: https://ironvinecapital.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.14B
Discretionary AUM: $1.14B
Non-discretionary AUM: $0
Discretionary accounts: 533
Non-discretionary accounts: 0
Total accounts: 533
AUM per client: $6.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	13	$390.4M
Insurance companies	1	$2.5M
Charitable organizations	4	$443.7M
High net worth individuals	61	$205.6M
Pension and profit sharing plans	24	$75.5M
Individuals (other than high net worth individuals)	67	$26.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

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: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

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.