IRON PATH CAPITAL, L.P.
Adviser information for IRON PATH CAPITAL, L.P. last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 8 | $357.2M |
| Non-Discretionary | 0 | $0 |
| Total | 8 | $357.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 8 | $357.2M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-128416 |
|---|---|
| SEC ERA File Number | 801-128416 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 316139 |
| Legal Entity Identifier | None |
Principal Office
424 CHURCH STREETSUITE 2240
NASHVILLE
TN
United States
Monday - Friday, 9 A.M. TO 5 P.M.
Tel: 805-450-7940, Fax: None
Chief Compliance Officer
CLAUDIA OELSCHLAGER
VICE PRESIDENT OF FINANCE
2410 OLD IVY ROAD
SUITE 310
CHARLOTTESVILLE
VA
United States
Tel:
434-257-3288
C*******@******************M
(Full email address available in API data)
Industry Affiliates
| IPC PAIN CO-INVEST GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IPC PATH SPV GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| IPC YELLOWSTONE CO-INVEST GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IRON PATH FUND I GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| IRON PATH PULSE GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| IPC PAIN CO-INVEST, L.P. | Private Equity Fund | $25.8M | $0.0M | 5 |
| IPC PATH SPV, L.P. | Private Equity Fund | $54.0M | $0.0M | 17 |
| IPC YELLOWSTONE CO-INVEST, L.P. | Private Equity Fund | $41.0M | $0.0M | 8 |
| IRON PATH FUND I A, L.P. | Private Equity Fund | $1.3M | $0.0M | 4 |
| IRON PATH FUND I B, L.P. | Private Equity Fund | $26.8M | $0.0M | 8 |
| IRON PATH FUND I Q, L.P. | Private Equity Fund | $170.9M | $0.0M | 22 |
| IRON PATH PULSE (AI), L.P. | Private Equity Fund | $1.5M | $0.0M | 2 |
| IRON PATH PULSE, L.P. | Private Equity Fund | $35.9M | $0.0M | 8 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| IRON PATH CAPITAL LLC | Domestic Entity | – | GENERAL PARTNER | 03/2021 | < 5% |
| REISTETTER, ROBERT, WILLIAM | Individual | – | LIMITED PARTNER | 03/2021 | 50-75% |
| MRAZ, SCOTT, EDWARD | Individual | – | LIMITED PARTNER | 03/2021 | 50-75% |
| REISTETTER, ROBERT, WILLIAM | Individual | IRON PATH CAPITAL LLC | MANAGING PARTNER AND MEMBER | 03/2021 | 50-75% |
| MRAZ, SCOTT, EDWARD | Individual | IRON PATH CAPITAL LLC | MANAGING PARTNER AND MEMBER | 03/2021 | 50-75% |
| OELSCHLAGER, CLAUDIA, URSULA | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2022 | < 5% |