IRONWOOD CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2022
Total AUM
$766M
Discretionary
$766M
100% of AUM
Avg account
$76.6M
Accounts
10
Employees
19
Advisory reps
5

Firm details

Headquarters
AVON, Connecticut
CRD number
321642
Registered since
June 8, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ironwood Capital Advisors LLC is a private equity–focused adviser that operates primarily as manager and sponsor of pooled investment vehicles for institutional clients. The firm’s registered activities center on portfolio management for private funds, where it acts as an adviser and as a general partner/managing member for pooled vehicles. Its business model combines traditional percentage-of-AUM management fees with performance-based fees tied to fund results, which is consistent with private equity fund economics. The adviser targets allocations to private market strategies rather than liquid public markets. It is not positioned as an ESG-specialist and does not operate as a multi-state adviser or pension consultant. Ironwood’s regulatory registration dates to 2022 and its ownership is structured as a domestic entity/individual. The client base is institutional, and the firm is classified in filings as a private equity fund manager rather than a retail wealth manager or capital allocator.

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

Owners & executives

1 of 1
  • ZACHARY LUCE

    Partner, CFOCRD 6935825

Contacts

3 of 4
  • WITINSKI PAUL

    PartnerCRD 7783490

  • CAROLYN GALIETTE

    Partner, PresidentCRD 1270887

  • ALEXANDER LEVENTAL

    PartnerCRD 2775635

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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

AVON, CT

HARTFORD

Location

AVON, CT

Headquartered in AVON, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
HARTFORD
Address
45 Nod Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth