Ironcrest Capital Management LLC

RIAState Registered
Total AUM
$40.1M
Discretionary
$40.1M
100% of AUM
Avg account
$215K
Accounts
186
Employees
1
Advisory reps
1

Firm details

Headquarters
Santa Barbara, California
CRD number
310022
Registered since
May 28, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI71.45%
  • Individuals28.55%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Ironcrest Capital Management LLC is a California-based, owner-operated limited liability company that provides portfolio management primarily to individuals, families and small businesses. The firm charges clients a percentage of assets under management and focuses on discretionary portfolio management for private clients rather than institutional pension or multi-state consulting work. Ironcrest reports an industry affiliation with an insurance company and does not position itself as a capital allocator; its stated investment approach emphasizes equities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Cash & Cash Equivalents 30%70%
  • Exchange Traded Equities70%
  • Cash & Cash Equivalents30%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Santa Barbara, CA

Santa Barbara

Location

Santa Barbara, CA

Headquartered in Santa Barbara, CA, in the West of the United States.

Region
West
County
Santa Barbara
Address
2420 Castillo St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth