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IRONSHORE FINANCIAL
Legal name: IRONSHORE FINANCIAL, LLC
CRD 294053File 801-112863
APPROVED
Filing as of Mar 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.44B
Above cohort median (national)
Discretionary AUM
$168.5M
Non-discretionary $1.27B
Clients
24
24 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 16, 2018
- Principal office
- Not reported
- Phone
- 937-872-4015
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.44B
- Discretionary AUM
- $168.5M
- Non-discretionary AUM
- $1.27B
- Discretionary accounts
- 22
- Non-discretionary accounts
- 2
- Total accounts
- 24
- AUM per client
- $59.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 24 | $1.44B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 26 | 24 | decreased by2 |
| Apr 1, 2026 | AUM | $1,220,010,113 | $1,436,866,775 | increased by$216,856,662 |
| Apr 1, 2026 | Accounts | 26 | 24 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 23 | 26 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,062,072,285 | $1,220,010,113 | increased by$157,937,828 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 23 | 26 | increased by3 |
| Apr 1, 2022 | Clients | 22 | 23 | increased by1 |
| Apr 1, 2022 | AUM | $735,841,976 | $1,062,072,285 | increased by$326,230,309 |
| Apr 1, 2022 | Accounts | 22 | 23 | increased by1 |
| 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 “IRONSHORE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IRONSHORE FINANCIAL” 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.