Iron Horse Asset Management LLC

Overview

Iron Horse Asset Management LLC is a recently formed limited liability company that registered as an SEC adviser in 2026. The firm is owner-operated (individual owner) and is identified as a capital allocator, indicating it intends to direct client capital either directly or through third-party managers. Its stated advisory activities include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm charges fees on a percentage-of-assets-under-management basis and is not flagged as an active ESG investor. Regulatory or classification data lists the firm as "unclassified" and notes an affiliation category of "Other Investment Adviser." The presence of "selection of other advisers" alongside the capital allocator designation suggests a business model that may combine direct portfolio management with manager-of-managers activity or third-party manager selection. Although the firm lists pension consulting among its activities, other dataset fields do not flag it as a pension consultant, which may reflect an early-stage filing or a limited scope of pension work at launch.

Assets & Accounts

Location & Offices