IRONWOOD INVESTMENT MANAGEMENT, LLC

other names
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Adviser Profile
As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 6
Registration SEC, Approved, 12/15/1997
AUM* 218,039,216 19.51%
of that, discretionary 218,039,216 19.51%
Private Fund GAV* 14,021
Avg Account Size 882,750 27.73%
% High Net Worth 99.60% 0.88%
SMA’s Yes
Private Funds 1
Contact Info 617 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

583M 499M 416M 333M 250M 166M 83M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$14,021

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Brochure Summary