$86.5M Total AUM
$86.5M Disc. AUM
-- 3Y CAGR
2 Employees
43 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Delta quantumBridge +more
- Established Date
- 06-07-2018
- Office Locations
- 1
Office Locations
-- Seattle WA
About Ironstream Capital, LLC
Ironstream Capital is an independent, fee-only fiduciary RIA in Seattle providing financial planning and sustainable portfolio management. The firm focuses on long-term investing in companies with strong economic potential alongside positive environmental and social practices. Ironstream is a member of 1% for the Planet.
Team overview
-- AVG AGE
$86.5M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Legacy legacy
Client Personas
Eagle alpha
Custodian
Value
Investment Themes
Wave Zenith prime Beacon signal Peak Value foundation
Investment Vehicles
Peak
Services
Frontier Fusion pathway Capital catalyst Focus vertex Atlas vital Ember catalyst Ember
Technology
Foundation pathway Radial Vertex Legacy north
Owner & Executives
Christopher Dunkin Jernstrom
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #6912025
- Ownership
- 75% or more
(635) 667-3958
crest.bridge@vertexcapital.com
in linkedin.com/in/prime-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,504,556 | -- |
| Non-Discretionary | $0 | -- |
| Total | $86,504,556 | -- |
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Separately Managed Accounts
Total SMA Asset: $86,504,556
Equity - Exchange:
14.6% Public Funds:
25.5% Private Funds:
17.4% U.S. Government/Agency:
7.9% Municipal Bonds:
15.0% Corporate - Investment Grade:
19.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $624,109,882 | 14.6% |
| Public Funds | $1,090,054,931 | 25.5% |
| Private Funds | $743,802,188 | 17.4% |
| U.S. Government/Agency | $337,703,292 | 7.9% |
| Municipal Bonds | $641,208,783 | 15.0% |
| Corporate - Investment Grade | $837,846,145 | 19.6% |
| Total | $4,274,725,221 | 100.0% |