Ironshore Financial

RIASEC RegisteredEst. 2018
Total AUM
$1.4B
Discretionary
$169M
12% of AUM
Avg account
$59.9M
Accounts
24
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
294053
Registered since
April 16, 2018
Custodians
TIAA TRUST
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pension & Profit Sharing Plans100%
Services
Portfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Ironshore Financial is an SEC‑registered limited liability company that advises institutional clients with a focus on portfolio management for businesses and institutions and pension consulting. The firm operates primarily as an advisor rather than a capital allocator: the bulk of its relationships are non‑discretionary, reflecting a consulting and oversight role where clients retain final investment authority. Fee arrangements include both percentage‑of‑AUM and fixed‑fee structures. Ironshore Financial does not identify as an active ESG investor and is organized to serve institutional mandates rather than mass retail households. Investment activity centers on working with institutional balance sheets and pension plans, structuring investment programs and implementing asset allocation and manager selection rather than running large proprietary sleeves. The firm reports a substantial allocation labeled as “Other” assets, and it also deploys third‑party private placements when seeking alternative exposure for clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 45%, Public Funds/Mutual Funds 38%, Private Funds 16%, Exchange Traded Equities 1%45%
  • Other45%
  • Public Funds/Mutual Funds38%
  • Private Funds16%
  • Exchange Traded Equities1%

Contacts

1 of 1
  • Edward Speer

    Edward Speer

    Managing MemberCRD 2579138

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth