Ironshore Financial
Firm details
- Headquarters
- ,
- CRD number
- 294053
- Registered since
- April 16, 2018
- Website
- www.ironshorefinancial.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other45%
- Public Funds/Mutual Funds38%
- Private Funds16%
- Exchange Traded Equities1%
Contacts
1 of 1Edward Speer
Managing MemberCRD 2579138
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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