IRONWOOD INVESTMENT MANAGEMENT, LLC other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}
{{ Info.Homepage }}

Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

8

of those in investment advisory functions:

6

Registration:

SEC, Approved, 12/15/1997

AUM:

218,039,216 19.51%

of that, discretionary:

218,039,216 19.51%

Private Fund GAV:

14,021

Avg Account Size:

882,750 27.73%

% High Net Worth:

99.60% 0.88%

SMA’s:

YES

Private Funds:

1

Contact Info

617 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News

Top 5 4th Quarter Trades of Ironwood Investment Counsel, LLC
02/02/2023

Related Stocks: FNDA, BIL, EFV, SHY, AGG,

gurufocus.com

IRONWOOD INVESTMENT MANAGEMENT LLC Buys 2, Sells 3 in 2nd Quarter
08/14/2022

Related Stocks: EMBC, EPAY, SNOW, PYPL, CLX,

gurufocus.com

Ironwood Investment Management Llc Buys General Electric Co, Calliditas Therapeutics AB, Match ...
11/13/2021

Related Stocks: CALT, SDC, INTC, CADE, CADE, GE, MTCH, HWC, CLDR, CADE, CADE,

gurufocus.com

Chr. Hansen Holding A/S
03/31/2021

Kim L. B. Sørensen Director Chr. Hansen Holding A/S Mark Anthony Wilson Independent Director Chr. Hansen Holding A/S, Milk Products Holdings (Middle East) EC, Fonterra Brands (New Young) Pte Ltd ...

Wall Street Journal

Chr. Hansen Holding A/S
03/29/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $14,021

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM # funds
CONNECTIVE CAPITAL MANAGEMENT, LLC 102.9m - - - - - - 102.9m 102.9m 2
ISO-MTS CAPITAL MANAGEMENT LP 167.1m - - - - - - 167.1m 831.5m 1
FRIESS ASSOCIATES, LLC - - - - - - - - 181.9m -
ROUBAIX CAPITAL, LLC 128.0m - - - - - - 128.0m 199.0m 2
STAINES FINANCIAL, LLC 46.4m - - - - - - 46.4m 181.9m 2
ZEST - - - - - - - - 102.7m -
LITTLE HARBOR ADVISORS, LLC 3.5m - - - - - - 3.5m 204.6m 1
HURRICANE CAPITAL ADVISORS LLC 415.2m - - - - - - 415.2m 415.2m 17
HIGHLAND PEAK CAPITAL, LLC 89.5m - - - - - - 89.5m 245.2m 2
CHESAPEAKE CAPITAL CORPORATION 80.7m - - - - - - 80.7m 201.9m 1

Private Funds



Employees




Brochure Summary

Overview

Ironwood was founded in 1997. Donald Collins is the principal owner of the Company. We provide advisory services focused on domestic stocks through a number of targeted investment products. These products (“strategies”) vary in terms of investment strategy, typical number of holdings, etc., but common to all is a focus on fundamental, bottom-up research on individual companies. A client may choose to invest in one or more of the strategies. Ironwood does not offer any other advisory services. For all our strategies, clients may impose restrictions on investing in certain securities or types of securities. Ironwood also serves as portfolio manager to wrap fee programs. Ironwood manages the
wrap fee programs to, as closely as possible, duplicate our Small Cap Core Strategy. In a wrap fee program, a wrap fee sponsor generally charges clients a fee based upon a percentage of the value of the assets under management. The fee is meant to cover expenses of both the Sponsor and Ironwood. As of February 29, 2024, Ironwood managed approximately $218 million in client assets, all managed on a discretionary basis, including the wrap fee programs. “Discretionary basis” means that we decide which securities to buy and sell, when to do so, and in what amounts, all in accordance with agreed upon objectives, goals and allocations described in each client’s investment advisory agreements.