RIA Intel›Advisers›North Carolina›IRONGATE PARTNERS, INC.

IRONGATE PARTNERS, INC.

Advisory

N·WILMINGTON, NC

Data as of Oct 5, 2016 · Source: SEC Form ADV

Total AUM

$183M

1-Year AUM Growth

-0.5%

3-Year CAGR

+12.0%

Employees

10

Assets Under Management

Total AUM$183M

Discretionary AUM$159M

Non-Discretionary AUM$24M

Discretionary %87%

Total Clients—

Team

Total Employees10

Investment Advisers16

Employee Growth (1Y)—

Filing History

Total Filings on Record20

First FilingApr 21, 2010

Latest FilingOct 5, 2016

🔒 Full AUM trend chart and 20 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on IRONGATE PARTNERS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.