Ironcrest Capital Management LLC
Firm details
- Headquarters
- Santa Barbara, California
- CRD number
- 310022
- Registered since
- May 28, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.45%
- Individuals28.55%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ironcrest Capital Management LLC is a California-based, owner-operated limited liability company that provides portfolio management primarily to individuals, families and small businesses. The firm charges clients a percentage of assets under management and focuses on discretionary portfolio management for private clients rather than institutional pension or multi-state consulting work. Ironcrest reports an industry affiliation with an insurance company and does not position itself as a capital allocator; its stated investment approach emphasizes equities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents30%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santa Barbara, CA
Santa Barbara
Location
Santa Barbara, CA
Headquartered in Santa Barbara, CA, in the West of the United States.
- Region
- West
- County
- Santa Barbara
- Address
- 2420 Castillo St
- Time zone
- PT (UTC-8)
- Office locations
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