Ironclad Investments LLC
Firm details
- Headquarters
- Maitland, Florida
- CRD number
- 154872
- Registered since
- August 31, 2010
- Website
- www.ironcladfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Ironclad Investments LLC is an SEC‑registered institutional registered investment adviser formed as a limited liability company in 2010. The firm serves institutional clients and charges fees as a percentage of assets under management. Its documented advisory activity is portfolio management for investment companies, which suggests management of pooled vehicles or fund mandates rather than a traditional retail wealth‑management practice. The firm is not positioned as a capital allocator, does not report active ESG investing, and is not flagged as a multi‑state or pension consultant 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
Contacts
1 of 1Rodolfo Aguilera
Lead Portfolio ManagerCRD 5317561
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$233M in ETFs
100%
$233M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $115M | 153,639 | 49.39% |
Location
Maitland, FL
Orange
Location
Maitland, FL
Headquartered in Maitland, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 190 Independence Ln
- Time zone
- ET (UTC-5)
- Office locations
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