CRD: 150250
Ironview Capital Management, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-18-2009
- Office Locations
- 7
Office Locations
About Ironview Capital Management, LLC
Ironview Capital Management is a diversified, independent advisory firm offering boutique, hands-on guidance backed by practice leaders with 60+ years at major global financial services firms. The team advises Fortune 500 companies and ultra-high-net-worth individuals across retail and institutional relationships, with custody support including Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RAHUL KOTHARI
Chief Compliance Officer
- CRD
- #3253947
- Ownership
- Less than 5%
BENJAMIN CONRAD ROBERTS
Managing Partner, Partner
- CRD
- #3252010
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DANIEL PATRICK CALLAHAN
Partner
- CRD
- #6111894
Cara Mendelson Lidgett
Vice President
- CRD
- #6928735
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,372,394,112 | $3,147,693 |
| Non-Discretionary | $21,827,754 | $2,425,306 |
| Total | $1,394,221,866 | $3,133,083 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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