IRON POINT PARTNERS, LLC

Adviser information for IRON POINT PARTNERS, LLC last updated from Form ADV on March 28th, 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 Delaware, United States

Employees

Total Number of Employees 19
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 4

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 16 $1.4B
Non-Discretionary 0 $0
Total 16 $1.4B

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 16 $1.4B
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 801-73280
SEC ERA File Number 801-73280
SEC CIK Numbers None
SEC CRD Numbers 157078
Legal Entity Identifier None

Principal Office

1133 CONNECTICUT AVE., NW
SUITE 800
WASHINGTON
DC
United States
Monday - Friday, 9:00 A.M. - 6:00 P.M.
Tel: 202-452-8400, Fax: 202-775-8215

Chief Compliance Officer

NITIN SATHE
GENERAL COUNSEL
1133 CONNECTICUT AVE., N.W.
SUITE 800
WASHINGTON
DC
United States
Tel: 202-396-1907
Fax: 202-775-8215
(Full email address available in API data)

Regulatory Contact

YVETTE HAMILTON
COMPLIANCE OFFICER
1133 CONNECTICUT AVE., N.W.
SUITE 800
WASHINGTON
DC
United States
Tel: 202-452-8413
Fax: 202-775-8215
(Full email address available in API data)

Industry Affiliates

IP DC GENPAR II, L.P. Sponsor, GP, manager of pooled investment vehicles
IP DC GENPAR III, L.P. Sponsor, GP, manager of pooled investment vehicles
IP DC GENPAR, L.P. Sponsor, GP, manager of pooled investment vehicles
IPI PARTNERS NETHERLANDS, BV Sponsor, GP, manager of pooled investment vehicles
IPI PARTNERS, LLC Other investment adviser, including financial planners
IRON POINT - ICONIQ GP III (AIV), L.P. Sponsor, GP, manager of pooled investment vehicles
IRON POINT CO-INVESTMENT MANAGER I, L.P. Sponsor, GP, manager of pooled investment vehicles
IRON POINT DC MANAGEMENT, LLC Sponsor, GP, manager of pooled investment vehicles
IRON POINT REAL ESTATE GENPAR II, L.P. Sponsor, GP, manager of pooled investment vehicles
IRON POINT REAL ESTATE GENPAR III, L.P. Sponsor, GP, manager of pooled investment vehicles
IRON POINT REAL ESTATE GENPAR IV, L.P. Sponsor, GP, manager of pooled investment vehicles
IRON POINT REAL ESTATE GENPAR V, L.P. Sponsor, GP, manager of pooled investment vehicles
IRON POINT REAL ESTATE GENPAR, L.P. Sponsor, GP, manager of pooled investment vehicles
IRON POINT-ICONIQ DC GP, L.P. Sponsor, GP, manager of pooled investment vehicles
IRON POINT-ICONIQ GP II (AIV), L.P. Sponsor, GP, manager of pooled investment vehicles
IRON POINT-ICONIQ GP II, L.P. Sponsor, GP, manager of pooled investment vehicles
IRON POINT-ICONIQ GP III (CAYMAN AIV), L.P. Sponsor, GP, manager of pooled investment vehicles
IRON POINT-ICONIQ GP III, L.P. Sponsor, GP, manager of pooled investment vehicles
POR03 GP, LP Sponsor, GP, manager of pooled investment vehicles
SAFELY STORE GP, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
IPREP IV OFFSHORE FEEDER, L.P. Real Estate Fund $48.2M $1.0M 1
IPREP V OFFSHORE HOLDINGS, L.P. Real Estate Fund $16.8M $1.0M 1
IRON POINT CO-INVESTMENT I, LLC Real Estate Fund $8.7M $1.0M 4
IRON POINT REAL ESTATE PARTNERS - TE (C), L.P. Real Estate Fund $2.3M $1.0M 1
IRON POINT REAL ESTATE PARTNERS - TE, L.P. Real Estate Fund $15.4M $1.0M 5
IRON POINT REAL ESTATE PARTNERS II - TE (H), L.P. Real Estate Fund $18.7M $1.0M 10
IRON POINT REAL ESTATE PARTNERS II - TE, L.P. Real Estate Fund $167.9M $1.0M 41
IRON POINT REAL ESTATE PARTNERS II, L.P. Real Estate Fund $91.5M $1.0M 53
IRON POINT REAL ESTATE PARTNERS III - TE (H), L.P. Real Estate Fund $24.1M $1.0M 10
IRON POINT REAL ESTATE PARTNERS III, L.P. Real Estate Fund $347.0M $1.0M 105
IRON POINT REAL ESTATE PARTNERS IV CO-INVESTMENT, L.P. Real Estate Fund $36.6M $1.0M 1
IRON POINT REAL ESTATE PARTNERS IV, L.P. Real Estate Fund $481.3M $1.0M 87
IRON POINT REAL ESTATE PARTNERS TE - (H), L.P. Real Estate Fund $7.8M $1.0M 13
IRON POINT REAL ESTATE PARTNERS V CO-INVESTMENT, L.P. Real Estate Fund $0.0M $1.0M 2
IRON POINT REAL ESTATE PARTNERS V, L.P. Real Estate Fund $168.2M $1.0M 7
IRON POINT REAL ESTATE PARTNERS, L.P. Real Estate Fund $10.7M $1.0M 40

Control Persons

Name Type Entity Title Since Ownership
IPREP MANAGEMENT, LP Domestic Entity MANAGING MEMBER 10/2007 > 75%
JANES, WILLIAM, SARGENT Individual MANAGING PARTNER 04/2007 < 5%
SATHE, NITIN, ANAND Individual CHIEF COMPLIANCE OFFICER 03/2014 < 5%
JANES, WILLIAM, SARGENT Individual IPREP MANAGEMENT, LP PARTNER 08/2007 25-50%
LYNCH, THOMAS, CHARLES Individual IPREP MANAGEMENT, LP PARTNER 08/2007 25-50%
HAAS, RYAN, JOSEPH Individual IPREP MANAGEMENT, LP PARTNER 01/2017 25-50%
IPREP MANAGEMENT GP, LLC Domestic Entity IPREP MANAGEMENT, LP PARTNER 01/2017
JANES, WILLIAM, SARGENT Individual IPREP MANAGEMENT GP, LLC MEMBER 01/2017 25-50%
LYNCH, THOMAS, CHARLES Individual IPREP MANAGEMENT GP, LLC MEMBER 01/2017 25-50%
HAAS, RYAN, JOSEPH Individual IPREP MANAGEMENT GP, LLC MEMBER 01/2017 25-50%
LYNCH, THOMAS, CHARLES Individual MANAGING PARTNER 01/2019 < 5%

No. Employees, Historic

3015020202021202220232024202519 on 3/27/202021 on 3/30/202124 on 3/31/202222 on 3/30/202322 on 4/27/202322 on 4/27/202319 on 3/28/2024

RAUM, Historic

3B2B02020202120222023202420252386505581 on 3/27/20202135263104 on 3/30/20212107350692 on 3/31/20221625467180 on 3/30/20231606267180 on 4/27/20231606267180 on 4/27/20231380181446 on 3/28/2024

No. Clients, Historic

2010020202021202220232024202513 on 3/27/202012 on 3/30/202114 on 3/31/202215 on 3/30/202315 on 4/27/202315 on 4/27/202316 on 3/28/2024