CONSHOHOCKEN, PACRD 150250Latest ADV March 31, 2026
Ironview Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Conshohocken, PA. Its latest Form ADV filing, dated March 31, 2026, reports $1.4B in regulatory assets under management, 12 employees, 6 offices, and 445 accounts.
Assets Under Management
$1.4B
Employees
12
Offices
6 offices
Total Clients
445
Primary office
CONSHOHOCKEN, PA
200 BARR HARBOR DRIVE, SUITE 400, CONSHOHOCKEN, PA, United States
Top client segmentHNWI represent 69.0% of total clients.
Top client categories% of clientsClients
1
HNWI
69.0%
307
2
Individuals
17.8%
79
3
Pension Plans
13.0%
58
4
Pooled Investment Vehicles
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 31, 2026
Discretionary98.4%
$1.4B
98% of total RAUM98.4%
Non-discretionary1.6%
$22M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts445
10Y AUM Change+$847M (+154.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee37:1
10Y Employee Change-4 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.