IRONWOOD INVESTMENT MANAGEMENT, LLC

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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

- 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

Recent News

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

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.