IRONCLAD INVESTMENTS LLC
Firm details
- Headquarters
- MAITLAND, Florida
- CRD number
- 154872
- Registered since
- August 31, 2010
- Website
- www.ironcladfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Ironclad Investments LLC is a privately held limited liability company that has been SEC-registered since 2010. The firm is owned by an individual and serves an institutional client base. Its primary advisory activity is portfolio management for investment companies, and its fees are charged as a percentage of assets under management. The firm does not position itself as an active ESG investor and is not identified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1RODOLFO AGUILERA
Lead Portfolio ManagerCRD 5317561
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$204M in ETFs
100%
$204M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $101M | 155,164 | 49.70% |
Location
MAITLAND, FL
ORANGE
Location
MAITLAND, FL
Headquartered in MAITLAND, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 190 Independence Ln
- Time zone
- ET (UTC-5)
- Office locations
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