IRON RIVER CAPITAL LLC

Overview

Iron River Capital LLC operates as an independent registered investment adviser and functions as a capital allocator for both individual/family and institutional clients. The firm blends traditional advisory services—financial planning and discretionary portfolio management for individuals, small businesses and institutions—with third‑party manager selection and the publication of investment periodicals. Insurance brokerage is part of its business activities, which signals integration of insurance and wealth planning into client solutions. Investment preferences tilt toward publicly available pooled products for core exposures, while the firm also sources external alternative managers for real estate allocations. Fee arrangements are flexible: percentage of AUM, hourly charges and fixed fees are all used depending on client needs and engagement type. Iron River positions itself to deliver both discretionary portfolio management and consultative non‑discretionary work, supporting clients who want either hands‑on management or advisor‑led guidance and access to outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices