I
CRD: 319015
Iron Horse Capital, Inc.
Irvine, CA
7143325389
$102.6M Total AUM
$102.6M Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-20-2022
- Office Locations
- 1
Office Locations
-- Irvine CA
About Iron Horse Capital, Inc.
Iron Horse Capital, Inc. is a Irvine-based RIA. The firm has been operating for 3 years. Managing $102.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
47 AVG AGE
$102.6M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Horizon Delta pioneer Timber radial
Client Personas
Eagle horizon
Investment Vehicles
Wave Summit summit
Services
Focus Summit capital Prime Optima Beacon pathway Peak matrix Optima Frontier
Owner & Executives
P
PUNEET SINGH SAHI
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #2943456
- Ownership
- 75% or more
(467) 676-1824
foundation.north@wavecapital.com
in linkedin.com/in/delta-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,648,331 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,648,331 | -- |
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Separately Managed Accounts
Total SMA Asset: $102,648,331
Equity - Exchange:
17.3% U.S. Government/Agency:
19.1% Cash:
18.6% Municipal Bonds:
25.9% Corporate - Investment Grade:
19.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $455,944,626 | 17.3% |
| U.S. Government/Agency | $503,383,951 | 19.1% |
| Cash | $490,206,361 | 18.6% |
| Municipal Bonds | $682,599,180 | 25.9% |
| Corporate - Investment Grade | $503,383,951 | 19.1% |
| Total | $2,635,518,069 | 100.0% |