RIA Intel›Advisers›Pennsylvania›IRONVIEW CAPITAL MANAGEMENT, LLC

IRONVIEW CAPITAL MANAGEMENT, LLC

Advisory

N·CONSHOHOCKEN, PA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

0.0%

3-Year CAGR

+14.6%

Employees

9

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.4B

Non-Discretionary AUM$22M

Discretionary %98.4%

Total Clients413

Team

Total Employees9

Investment Advisers12

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record61

First FilingDec 9, 2013

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 61 historical filings spanning 13+ 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 IRONVIEW CAPITAL MANAGEMENT, LLC

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