IRONSIDES PARTNERS LLC
Adviser information for IRONSIDES PARTNERS LLC last updated from Form ADV on March 29th, 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 | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| 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 | $28.6M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $28.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 1 | $28.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| 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 pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-73769 |
|---|---|
| SEC ERA File Number | 801-73769 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157278 |
| Legal Entity Identifier | 549300UGKHGHU9S2OB63 |
Principal Office
1 MIFFLIN PLACESUITE 400
CAMBRIDGE
MA
United States
Monday - Friday, 9 AM - 5 PM
Tel: 1-617-449-3129, Fax: 1-617-348-4146
Chief Compliance Officer
DAVID BARNHART
CHIEF FINANCIAL OFFICER
1 MIFFLIN PLACE
SUITE 400
CAMBRIDGE
MA
United States
Tel:
617-449-3129
Fax:
1-617-348-4146
D*************@********************M
(Full email address available in API data)
Regulatory Contact
ROBERT KNAPP
PRESIDENT
1 MIFFLIN PLACE
SUITE 400
CAMBRIDGE
MA
United States
Tel:
1-617-449-3125
R***********@********************M
(Full email address available in API data)
Industry Affiliates
| AFRICA OPPORTUNITY PARTNERS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| ANIBOK INVESTMENT RESEARCH CHAMBERS (PTY) LTD | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BARNHART, DAVID, SCOTT | Individual | – | VICE PRESIDENT / CHIEF FINANCIAL OFFICER / TREASURER / CHIEF COMPLIANCE OFFICER | 03/2008 | < 5% |
| KNAPP, ROBERT, CHRISTOPHER | Individual | – | PRESIDENT | 11/2006 | < 5% |
| RCK HOLDINGS LLC | Domestic Entity | – | MANAGING MEMBER | 10/2010 | > 75% |
| KNAPP, ROBERT, CHRISTOPHER | Individual | RCK HOLDINGS LLC | OWNER / MANAGING MEMBER | 10/2010 | > 75% |