IRONWOOD PARTNERS MANAGEMENT, L.P.
Adviser information for IRONWOOD PARTNERS MANAGEMENT, L.P. last updated from Form ADV on February 23rd, 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 Partnership |
|---|---|
| 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 | – |
Identifiers
| SEC RIA File Number | 802-75946 |
|---|---|
| SEC ERA File Number | 802-75946 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163420 |
| Legal Entity Identifier | None |
Principal Office
57 ROWELL LNMIDDLETON
MA
United States
Monday - Friday, 8:30AM - 5:30PM
Tel: 2038296866, Fax: None
Websites
Chief Compliance Officer
JAMES K KELLIHER
MANAGER
57 ROWELL LN
MIDDLETON
MA
United States
Tel:
2038296866
J*************@********M
(Full email address available in API data)
Industry Affiliates
| IRONWOOD MANAGEMENT PARTNERS II, LP | Sponsor, GP, manager of pooled investment vehicles |
| IRONWOOD MANAGEMENT PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| IRONWOOD MANAGEMENT PARTNERS FUND II, LP | Private Equity Fund | $0.5M | $0.1M | 50 |
| IRONWOOD MANUFACTURING FUND, LP | Private Equity Fund | $3.5M | $0.0M | 80 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KELLIHER, JAMES, KERR | Individual | – | MANAGER, IRONWOOD PARTNERS MANAGEMENT, LP | 09/2007 | < 5% |
| IRONWOOD PARTNERS II, LLC | Domestic Entity | – | PARTNER, IRONWOOD MANAGEMENT PARTNERS II, LLC | 07/2007 | > 75% |
| BALSER, PAUL, FISHER | Individual | BALSER, PAUL, FISHER | PARTNER | 07/2007 | 25-50% |
| JACKSON, MICHAEL, CHARLES | Individual | IRONWOOD PARTNERS II, LLC | PARTNER | 07/2007 | 25-50% |
| COSENTINO, JR., JOHN, A | Individual | IRONWOOD MANAGEMENT PARTNERS, LLC | PARTNER | 07/2003 | 25-50% |
| JACKSON, MICHAEL, CHARLES | Individual | – | MANAGER, IRONWOOD PARTNERS MANAGEMENT, LP; MANAGING MEMBER, IRONWOOD MANAGEMENT PARTNERS, LLC | 07/2007 | < 5% |
| BALSER, PAUL, FISHER | Individual | – | MANAGER, IRONWOOD PARTNERS MANAGEMENT, LP; MANAGING MEMBER, IRONWOOD MANAGEMENT PARTNERS, LLC | 07/2007 | < 5% |
| JAMES K. KELLIHER REVOCABLE TRUST | Domestic Entity | – | PARTNER, IRONWOOD MANAGEMENT PARTNERS II, LLC; PARTNER, IRONWOOD MANAGEMENT PARTNERS FUND II, LP | 07/2007 | 10-25% |
| COSENTINO, JR., JOHN, A | Individual | – | MANAGING MEMBER, IRONWOOD MANAGEMENT PARTNERS, LLC; OPERATING PARTNER, IRONWOOD PARTNERS MANAGEMENT, L.P. | 07/2003 | < 5% |
| PAUL F BALSER IRREVOCABLE TRUST | Domestic Entity | IRONWOOD PARTNERS II, LLC; IRONWOOD PARTNERS, LLC | PARTNER | 07/2007 | 25-50% |
| PAUL F BALSER GRANDCHILDREN'S IRREV TRUST | Domestic Entity | IRONWOOD PARTNERS II, LLC; IRONWOOD PARTNERS, LLC | PARTNER | 07/2007 | 25-50% |
| MICHAEL C. JACKSON 1999 DESCENDANTS TRUST | Domestic Entity | IRONWOOD PARTNERS II, LLC | PARTNER | 07/2007 | 25-50% |
| KELLIHER, JAMES, KERR | Individual | JAMES K. KELLIHER REVOCABLE TRUST | GRANTOR | 07/2007 | > 75% |