IRON POINT PARTNERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$128M
Accounts
11
Employees
14
Advisory reps
4

Firm details

Headquarters
Washington, District of Columbia
CRD number
157078
Registered since
February 23, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Iron Point Partners, LLC is a real estate-focused investment adviser that structures and manages pooled investment vehicles for institutional clients. The firm operates as a sponsor and general partner for its funds and concentrates on real estate strategies, while also allocating to private equity through third-party managers. Its advisory work is centered on portfolio management for pooled vehicles rather than direct retail wealth management, and the firm charges both a percentage-of-AUM fee and performance-based fees, reflecting an active, return-driven approach. Iron Point Partners reports being an active ESG investor, indicating that environmental, social and governance factors are incorporated into investment selection or asset management practices. The firm is organized as a limited liability company and has been SEC-registered since 2012. It functions as an institutional manager and is not positioned as a broad capital allocator — its activity is focused on managing and sponsoring real estate funds and related pooled products. Industry roles include acting as an adviser and sponsor, and serving as general partner or managing member of its pooled vehicles.

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
  • Trey Clemens

    Chief Financial OfficerCRD 8025398

Contacts

3 of 3
  • RYAN HAAS

    PartnerCRD 6451475

  • THOMAS LYNCH

    Managing PartnerCRD 4243267

  • WILLIAM JANES

    Managing PartnerCRD 5078669

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

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
1133 Connecticut Ave NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth