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 institutional RIA organized as an LLC and registered in 2018. The firm serves institutional clients, with stated advisory activities focused on portfolio management for businesses or institutions and pension consulting services. Ownership is listed as individual, and the firm charges a mix of percentage-of-AUM and fixed fees. Ironshore identifies as a pension consultant and does not market itself as a capital allocator. It is not a multi-state adviser and does not list ESG investing as an active focus.
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 1
Edward 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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