IRIS CAPITAL GROUP LLC
Adviser information for IRIS CAPITAL GROUP LLC last updated from Form ADV on March 20th, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 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 | – |
|---|---|
| Compensation | – |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 802-126963 |
|---|---|
| SEC ERA File Number | 802-126963 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323089 |
| Legal Entity Identifier | 2549003QSOLOYAT3AO71 |
Principal Office
51 BARAUD ROAD NORTHSCARSDALE
NY
United States
Monday - Friday, 9 AM - 5 PM
Tel: 914-557-1165, Fax: None
Chief Compliance Officer
CARLOS TREISTMAN
Tel:
713-826-6262
C*********@*****************M
(Full email address available in API data)
None
Industry Affiliates
| IRIS GROUP CAPITAL PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LUMINUS MANAGEMENT, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| THE IRIS TIME FUND, L.P. | Hedge Fund | $133.8M | $0.0M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BARRETT, JONATHAN, DAN | Individual | – | MANAGING MEMBER | 06/2022 | 50-75% |
| FELICE, ROBERT, ANTHONY | Individual | – | MANAGING MEMBER | 06/2022 | 50-75% |
| TREISTMAN, CARLOS | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2022 | < 5% |