Ironwood Investment Management, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 108467
- Registered since
- December 15, 1997
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI99.99%
- Pooled Investment Vehicles0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ironwood Investment Management, LLC is a registered investment adviser organized as an LLC and operating since 1997. The firm is structured around a hedge-fund orientation while serving both individual/family clients and institutional investors. Its advisory scope covers discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and separate account management for businesses or institutions. Compensation combines a percentage-of-assets model with performance-based fees, aligning the fee profile with hedge-fund-style wrappers rather than a pure fee-only RIA. Ironwood is not positioned as an ESG investor and lists a real estate broker affiliation among its industry ties.
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
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1
Shantelle Reidy
Partner, CCO and CFOCRD 5757860
Contacts
2 of 2
Warren Isabelle
Portfolio ManagerCRD 2152550
Donald Collins
Executive Managing Partner & Portfolio ManagerCRD 858475
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$57.9M in ETFs
100%
$57.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $20.9M | 56,505 | 36.12% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 67 Batterymarch St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Heritage Holding
RIABoston, MA
South Shore Capital Advisors, LLC
RIABoston, MA
Ajovista
RIABoston, MA
Marathon Financial Group
RIABoston, MA
Atwater Wealth Management, Inc.
RIABoston, MA
Alternative Fund Advisors, LLC
RIABoston, MA