Iron Point Partners, LLC (Washington)

Name: Iron Point Partners, LLC
Address: 1133 Connecticut Ave., Nw, Washington, DC, 20036
Telephone: 202-452-8400

Iron Point Partners, LLC is a large advisory firm based in Washington. It manages $2.53 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of District of Columbia and Texas.

Iron Point Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Iron Point Partners: assets under management

The assets under management (AUM) of Iron Point Partners, LLC is $2.53 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 321% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.53 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $194.43 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Iron Point Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Iron Point Partners serves?

The only and largest group of clients of Iron Point Partners is pooled investment vehicles with 13 clients and $2.53 billion of assets under management. Among the 9 most similar advisory firms, Iron Point Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.53 billion for 13 clients. None of the firm’s clients are foreign persons or businesses.

Iron Point Partners also advises several private funds. Namely, thirteen real estate funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Iron Point Partners, LLC

The company employs 18 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Sargent Janes	Managing partner	1 Apr 2007	Other	5078669
Llc Iprep Management	Managing member	1 Apr 2007	75% - 100%	26-0635774
Llc Iprep Management	Managing member	1 Oct 2007	75% - 100%	26-0635774
Lp Iprep Management	Managing member	1 Oct 2007	75% - 100%	26-0635774
Thomas Charles Lynch	Chief compliance officer	1 Apr 2011	Other	4243267
Thomas Charles Lynch	Chief compliance officer	1 Jul 2011	Other	4243267
Nitin Anand Sathe	Chief compliance officer	1 Mar 2014	Other	6314208

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
William Sargent Janes	Partner	1 Aug 2007	25% - 50%	5078669
Thomas Charles Lynch	Partner	1 Aug 2007	25% - 50%	4243267
Gene Carroll Mcquown	Partner	1 Sep 2011	25% - 50%	5908840
Ryan Joseph Haas	Partner	1 Jan 2017	25% - 50%	6451475
Llc Iprep Management Gp	Partner	1 Jan 2017	Other	82-0885799
William Sargent Janes	Member	1 Jan 2017	25% - 50%	5078669
Thomas Charles Lynch	Member	1 Jan 2017	25% - 50%	4243267
Gene Carroll Mcquown	Member	1 Jan 2017	25% - 50%	5908840

Based in Washington

The principal office where Iron Point Partners, LLC performs its advisory services is located at 1133 Connecticut Ave., Nw, Washington, DC 20036, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-452-8400 or by fax 202-775-8215. The normal business hours are 9:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at ironpointpartners.com.