9AT: IRONSIDES PARTNERS LLC

IRONSIDES PARTNERS LLC

other names

Revenue	{{ Info.Revenue \| formatUSD }}
Headquarters	{{ Info.Headquarters }}

Adviser Profile

As of Date	03/29/2024
Adviser Type - Mid-sized advisory firm
Number of Employees	3
of those in investment advisory functions	1
Registration	SEC, Approved, 03/30/2012

AUM^*	28,600,480 5.48%
of that, discretionary	28,600,480 5.48%
Private Fund GAV^*	0 -100.00%
Avg Account Size	28,600,480 5.48%
% High Net Worth	100.00%
SMA’s	No
Private Funds	0
Contact Info	1-6 xxxxxxx

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

Discretionary

Non-discretionary

548M 469M 391M 313M 235M 156M 78M

2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

GAV Count

Employees

Brochure Summary

Overview

Ironsides Partners LLC (“Ironsides”, “we”, “us”, “our” or the “Firm”) is an investment adviser with its principal place of business in Cambridge, Massachusetts. Ironsides commenced operations as an investment adviser in January 2007. Ironsides manages a separately managed account: Ironsides Strategic Income Trust (the “Separately Managed Account”, "SMA") and may manage other separately managed accounts in the future. Ironsides may also manage private pooled investment vehicles in the future. The Separately Managed Account is herein referred to as the “Client”. We

provide advice to the Client based on specific investment objectives and strategies determined by the Firm. We do not tailor our advisory services to the individual needs of any owner or investor of the Client (collectively, the “Investors”). Our Investors may not impose restrictions on investing in certain securities or types of securities. The Firm is principally owned by RCK Holdings LLC, which is wholly owned by Robert Knapp. As of December 31, 2023, the Firm had US $28,600,480 in regulatory assets under management, all of which are managed on a discretionary basis.