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Ironwood Investment Management, LLC

Ironwood Investment Management, LLC. CRD 108467

Ironwood Investment Management, LLC logo

CRD: 108467

Ironwood Investment Management, LLC

Boston, MA, 02110
6177577600
ironwoodinvestmentmanagement.com
$278.2M Total AUM
$278.2M Disc. AUM
15.1% 3Y CAGR
8 Employees
295 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
Harbor
Established Date
12-15-1997
Office Locations
2

Office Locations

21 Custom House Street Suite 240 Boston MA
67 Batterymarch Street 3RD Floor Boston MA

About Ironwood Investment Management, LLC

Ironwood Investment Management (Boston) is an RIA founded in 1997 focused on micro- and small-cap equity investing. The firm manages benchmarked institutional strategies through its Ironwood and Value Investment Partners teams and also builds tailored portfolios for families and individuals with unique objectives. Business development is led by a former head of U.S. institutional distribution at Natixis Investment Managers.

Team overview

-- AVG AGE
$46.4M AVG AUM / ADVISOR
$942.9K AVG AUM / CLIENT
17 yrs AVG TENURE
8 Employees
6 Advisory Reps
0 RIA Reps
28yrs Firm Age

Insights

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Asset Classes

Meridian alpha Atlas timber Unison element

Client Personas

Crest Zenith pioneer

CRM

Capital catalyst

Custodian

Radial North

Investment Themes

Capital signal Zenith Signal Glacier

Investment Vehicles

Unison vertex

Services

Harbor insight Bridge vector

Technology

Catalyst

Owner & Executives

D

DONALD COLLINS

Advisor, MANAGING DIRECTOR

CRD
#858475
Ownership
75% or more
(692) 695-3060
crest.unison@valuecapital.com
in linkedin.com/in/signal-value
S

SHANTELLE REIDY

Chief Compliance Officer, Chief Financial Officer, Chief Operating Officer, Director

CRD
--
Ownership
Less than 5%
(279) 978-3153
meridian.insight@alphacapital.com
in linkedin.com/in/quantum-vector

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Contacts

W

WARREN JOHN ISABELLE

Portfolio Manager

CRD
#2152550
(551) 924-6910
catalyst.prime@vectorcapital.com
in linkedin.com/in/crest-delta

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-31-2023
03-28-2024
03-31-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $278,157,501 $962,483
Non-Discretionary $0 --
Total $278,157,501 $962,483

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Separately Managed Accounts

Total SMA Asset: $278,124,351

$278.1M Total SMA
Equity - Exchange:
36.3%
Cash:
63.7%
Asset class Assets Assets %
Equity - Exchange $1,881,633,445 36.3%
Cash $3,301,929,764 63.7%
Total $5,183,563,209 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
LEGACY VECTOR MERIDIAN TIMBER 7TJOB8MIS HVYM 4.42% $4,332,579
EAGLE CREST HORIZON PRIME PFXPPB2HB XTNK 7.01% $112,323,030
EAGLE ELEMENT CREST FRONTIER SIGNAL QZ8PWU92D LTAW 12.00% $15,433,931
MATRIX CAPITAL DELTA VERTEX PRIME SGD9FAF3V GBJCB 0.96% $17,042,993
HORIZON BEACON RIDGE FRONTIER PRIME 107JPQYM1 BUS 3.47% $22,925,134
FOUNDATION BEACON VALUE ELEMENT 773ICM8Y8 YXQUZ 12.51% $49,148,752
VALUE MATRIX PEAK FOCUS FUSION JPVA657XF OQDC 11.54% $62,138,785
EAGLE MATRIX RADIAL PEAK MOMENTUM DN9VPGEHC IWAQ 5.86% $112,940,988

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