Ironclad Investments provides portfolio management for investment companies.
Ironclad Investments reports 1 investment company. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($218M across 1 account) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $218M | 100.0% | $218M |
| Total | 1 | $218M | 100% | $218M |
- Clients
- 1
- Regulatory AUM
- $218M
- AUM share
- 100.0%
- Avg. per client
- $218M
Total
- Clients
- 1
- Regulatory AUM
- $218M
- AUM share
- 100%
- Avg. per client
- $218M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Ironclad Investments is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Rodolfo Aguilera owns 75% or more of Ironclad Investments. The leadership team of Ironclad Investments includes Chief Investment Officer Rodolfo Aguilera. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- Owns 75% or more of Ironclad Investments LLC
Rodolfo Aguilera
Control person · since June 2010
Ironclad Investments’ regulatory assets grew 2.5× from $86.3M (March 2021) to $218M (March 2026); clients were 1 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $218M | 1 | 2 | 1 |
| Mar 2025March 2025 | $179M | 1 | 2 | 1 |
| Mar 2024March 2024 | $158M | 1 | 2 | 1 |
| Mar 2023March 2023 | $136M | 1 | 2 | 1 |
| Mar 2022March 2022 | $98.8M | 1 | 2 | 1 |
| Mar 2021March 2021 | $86.3M | 1 | 2 | 1 |
Besides its headquarters, Ironclad Investments has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 190 Independence Lane, Suite 2d, MaitlandHQ
Contact and registration details
- Legal name
- Ironclad Investments LLC
- Headquarters
- 190 Independence Lane, Suite 2d, Maitland, FL 32751
- Website
- ironcladfunds.com
- Phone
- 407-982-1888
- SEC file
- 801-71772
- Structure
- Florida LLC
- Fiscal year end
- December
Ironclad Investments does not have custody of client assets.
Ironclad Investments’ reported 13F holdings for the quarter ended 30 June 2026 total $233M across 3 positions; the largest are iShares TR (49.4%), Vanguard Index Fds (48.4%) and SPDR S&P 500 ETF TR (2.2%).
How many clients does Ironclad Investments have?
Ironclad Investments has 1 client and manages $218 million for them, as of March 2026. They include 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Ironclad Investments offer?
Ironclad Investments provides portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Ironclad Investments have?
Ironclad Investments has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Ironclad Investments?
Ironclad Investments’ direct owner is Rodolfo Aguilera (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Ironclad Investments get paid?
Ironclad Investments is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ironclad Investments?
Ironclad Investments’ main office is at 190 Independence Lane, Suite 2d, Maitland, FL 32751. Its phone number is 407-982-1888. Its website is ironcladfunds.com.