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., NWSUITE 800
WASHINGTON
DC
United States
Monday - Friday, 9:00 A.M. - 6:00 P.M.
Tel: 202-452-8400, Fax: 202-775-8215
Websites
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
N*****@********************M
(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
Y********@********************M
(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% |