IRONCLAD INVESTMENTS LLC
Adviser information for IRONCLAD INVESTMENTS LLC last updated from Form ADV on March 27th, 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 Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 2 |
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 |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 1 | $158.3M |
Non-Discretionary | 0 | $0 |
Total | 1 | $158.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 1 | $158.3M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
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 |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for investment companies |
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Compensation | % of AUM |
Principal Office
190 INDEPENDENCE LANESUITE 2D
MAITLAND
FL
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 407-982-1888, Fax: None
Websites
Chief Compliance Officer
RODOLFO AGUILERA
CHIEF INVESTMENT OFFICER
190 INDEPENDENCE LANE
SUITE 2D
MAITLAND
FL
United States
Tel:
4079203969
R***@****************M
(Full email address available in API data)
Regulatory Contact
TIM HOLTZ
CHIEF RISK OFFICER
190 INDEPENDENCE LANE
SUITE 2D
MAITLAND
FL
United States
Tel:
4074432002
T**@****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
AGUILERA, RODOLFO, DAVID | Individual | – | CHIEF INVESTMENT OFFICER / MANAGING MEMBER | 06/2010 | > 75% |
AGUILERA, RODOLFO, DAVID | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2017 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 4M | 7K | – |
ISHARES TR | CORE S&P500 ETF | 79M | 144K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 77M | 155K | – |