Ironwood Capital Management Corp

RIASEC RegisteredEst. 1999
Total AUM
$8.2B
Discretionary
$8.2B
100% of AUM
Avg account
$1B
Accounts
8
Employees
43
Advisory reps
9

Firm details

Headquarters
San Francisco, California
CRD number
109330
Registered since
July 13, 1999
Fee structure
Percentage of AUM
Client types
  • Investment Companies74.59%
  • Pooled Investment Vehicles25.41%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Ironwood Capital Management Corp is a corporate hedge fund advisor and commodity pool/CTA-type manager focused on institutional clients. Registered with the SEC since 1999, the firm operates as a fee-based manager charging a percentage of assets under management and provides portfolio management for investment companies and pooled investment vehicles. Its advisory remit includes selecting other advisers, which indicates the firm can act as a manager-of-managers or outsource components of portfolio implementation to third-party specialists. Investment activity centers on hedge fund strategies and pooled vehicles rather than retail wealth management. The firm is not positioned as an ESG-focused allocator and is not designated as a multi-state adviser in the regulatory snapshot. The CPO/CTA designation and its hedge fund classification imply active use of derivatives and strategies common to liquidity- and alpha-seeking hedge funds, and its service set suggests it blends direct portfolio management with selection and oversight of external managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Alison Sanger

    Alison Sanger

    Partner, Chief Operating OfficerCRD 4603717

  • Martha Boero

    Martha Boero

    Partner and Chief Financial OfficerCRD 4839399

  • Jonathan Gans

    Jonathan Gans

    Chief Executive Officer & PresidentCRD 4378474

Unlock 1 more executives

Contacts

3 of 5
  • Frederick Gans

    FounderCRD 217379

  • Benjamin Zack

    Benjamin Zack

    Partner, Managing DirectorCRD 5771145

  • William Phillips

    William Phillips

    Partner, Managing DirectorCRD 4854128

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1 Market Plz
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth