IRONWOOD INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 108467
- Registered since
- December 15, 1997
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI99.99%
- Pooled Investment Vehicles0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ironwood Investment Management, LLC is a privately owned investment manager organized as an LLC and registered with the SEC since 1997. The firm is classified as a hedge fund but serves both individual/family and institutional clients, providing portfolio management for individuals and small businesses, pooled investment vehicles, and business or institutional accounts. Compensation is a combination of a percentage-of-assets fee and performance-based fees, consistent with its hedge-fund classification. Ironwood does not identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities92%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1SHANTELLE REIDY
Partner, CCO and CFOCRD 5757860
Contacts
2 of 2WARREN ISABELLE
Portfolio ManagerCRD 2152550
DONALD COLLINS
Executive Managing Partner & Portfolio ManagerCRD 858475
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$49.7M in ETFs
100%
$49.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $17.4M | 54,181 | 34.97% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 67 Batterymarch St
- Time zone
- ET (UTC-5)
- Office locations
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