RED IRON GROUP MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$462M
Discretionary
$462M
100% of AUM
Avg account
$115M
Accounts
4
Employees
16
Advisory reps
3

Firm details

Headquarters
MENLO PARK, California
CRD number
317920
Registered since
January 12, 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

Red Iron Group Management, LLC is a private equity manager organized as a limited liability company and registered with the SEC in 2022. The firm focuses on running pooled investment vehicles for institutional clients, serving as sponsor, general partner and managing member of those vehicles rather than acting as a multi-manager allocator. Its advisory mandate centers on portfolio management for private pooled funds, and its compensation mixes a percentage-of-assets fee with performance-based fees. The firm is not identified as an active ESG investor and appears to operate from a single-state registration footprint.

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

3 of 3
  • JIA YANG

    Chief Compliance OfficerCRD 7467060

  • Benjamin Bisconti

    Co-CEOCRD 2085075

  • JASON KLEIN

    Co-Founder and Co-CEOCRD 3058458

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

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
2440 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth