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
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
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
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for investment companies
Compensation % of AUM

Identifiers

SEC RIA File Number 801-71772
SEC ERA File Number 801-71772
SEC CIK Numbers 1824600
SEC CRD Numbers 154872
Legal Entity Identifier None

Principal Office

190 INDEPENDENCE LANE
SUITE 2D
MAITLAND
FL
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 407-982-1888, Fax: None

Chief Compliance Officer

RODOLFO AGUILERA
CHIEF INVESTMENT OFFICER
190 INDEPENDENCE LANE
SUITE 2D
MAITLAND
FL
United States
Tel: 4079203969
(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
(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

105020192020202120222023202420252 on 11/6/20192 on 4/3/20202 on 3/22/20212 on 3/21/20222 on 3/13/20232 on 3/27/2024

RAUM, Historic

200M100M0201920202021202220232024202587079337 on 11/6/201988943410 on 4/3/202086267916 on 3/22/202198766731 on 3/21/2022136024140 on 3/13/2023158307169 on 3/27/2024

No. Clients, Historic

105020192020202120222023202420251 on 11/6/20191 on 4/3/20201 on 3/22/20211 on 3/21/20221 on 3/13/20231 on 3/27/2024

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