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.