IRONWOOD INVESTMENT MANAGEMENT, LLC

other names
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Adviser Profile
As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 9 12.50%
of those in investment advisory functions 7 16.67%
Registration SEC, Approved, 12/15/1997
AUM* 221,874,526 21.61%
of that, discretionary 221,874,526 21.61%
Private Fund GAV* 14,021
Avg Account Size 795,249 15.07%
% High Net Worth 99.64% 0.93%
SMA’s Yes
Private Funds 1
Contact Info 617 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
583M 499M 416M 333M 250M 166M 83M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$14,021

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Brochure Summary