IRONWOOD CAPITAL ADVISORS LLC

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Adviser Profile
As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 16 -20.00%
of those in investment advisory functions 16 -11.11%
Registration SEC, Approved, 6/8/2022
AUM* 880,414,196 14.18%
of that, discretionary 880,414,196 14.18%
Private Fund GAV* 880,414,196 14.18%
Avg Account Size 146,735,699 -4.85%
SMA’s No
Private Funds 5
Contact Info 860 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
771M 661M 551M 441M 330M 220M 110M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$880,414,196

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Brochure Summary

Overview

This Brochure does not constitute an offer to sell or solicitation of an offer to buy any securities. Persons reviewing this Brochure should not construe this as an offer to sell or solicitation of an offer to buy the securities of any of the Funds described herein. Any such offer or solicitation will be made only by means of a confidential private placement memorandum. Ironwood Capital Advisors LLC (“ICA”), a Delaware limited liability company, is 100% owned by Ironwood Capital Holdings LLC (“Ironwood”). Ironwood is wholly owned by six partners, Marc A. Reich, Carolyn C. Galeite, James R. Barra, Alexander Levental, Zachary R. Luce, and Paul F. Witinski (the “Partners”). All six Partners have significant private mezzanine debt fund management expertise, and each has more than ten years of experience in financial
services and investment management. ICA is governed by Ironwood’s written policies and procedures and Code of Ethics and shares the same Chief Compliance Officer and office space. ICA provides investment advice to privately offered investment vehicles (the “Funds”) whose strategies seek a diversified portfolio of private investments made directly in later stage, cash generating, lower middle market companies. These include companies in environmental services, aerospace & defense, business services, precision manufacturing, and transportation & logistics across the U.S. ICA underwrites and presents investment opportunities to the Funds’ respective investment committees, the members of which are related persons to ICA. As of December 31, 2023, discretionary assets under management are $880,414,196.