CRD: 150250
Ironview Capital Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 31, 2026, reported AUM increased 21.6%, from $1.1B to $1.4B.
Across 5 reported observations, AUM increased 82.3% between September 15, 2022 and March 31, 2026, from $764.9M to $1.4B.
Of the latest reported AUM, 98.4% is discretionary and 1.6% is non-discretionary.
The firm reports 9 advisory representatives and 445 clients, or 49.4 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 7 reported office locations and 17 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Ironview Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Ironview Capital Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.