Ironview Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, and insurance. The firm advises 1 private fund.
Ironview Capital Management reports 445 clients. They include 307 high-net-worth individuals, 79 individual clients, and 58 pension and profit-sharing plans. Of its assets, 98.4% ($1.37B across 436 accounts) are managed with discretion; $21.8M across 9 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 18% | 1% |
| High-net-worth individuals | 69% | 79% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | 13% | 18% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 79 | $17.7M | 1.3% | $224K |
| High-net-worth individuals | 307 | $1.11B | 79.3% | $3.6M |
| Pooled investment vehicles | 1 | $13.7M | 1.0% | $13.7M |
| Pension and profit-sharing plans | 58 | $257M | 18.4% | $4.43M |
| Total | 445 | $1.39B | 100% | $3.13M |
- Clients
- 79
- Regulatory AUM
- $17.7M
- AUM share
- 1.3%
- Avg. per client
- $224K
- Clients
- 307
- Regulatory AUM
- $1.11B
- AUM share
- 79.3%
- Avg. per client
- $3.6M
- Clients
- 1
- Regulatory AUM
- $13.7M
- AUM share
- 1.0%
- Avg. per client
- $13.7M
- Clients
- 58
- Regulatory AUM
- $257M
- AUM share
- 18.4%
- Avg. per client
- $4.43M
Total
- Clients
- 445
- Regulatory AUM
- $1.39B
- AUM share
- 100%
- Avg. per client
- $3.13M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 0
Ironview Capital Management charges up to 1.50% a year for its Portfolio Management Services. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $500,000.
Fee details and sources
Ironview Fla LLC owns 75% or more of Ironview Capital Management and is in turn owned by Benjamin Roberts (75% or more). The leadership team of Ironview Capital Management includes Chief Compliance Officer Rahul Kothari. It has 12 employees, 9 of them in advisory roles.
Leadership
- Rahul KothariChief Compliance Officer
- Benjamin RobertsManaging Partner
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
- Daniel Patrick Callahan
- Rahul Kothari
- Cara Mendelson Lidgett
- James Charles Mendelson
- Matthew Scott Mendelson
- Bryan Austin Rementer
- Matthew Dayton Ritt
- Benjamin Conrad Roberts
- Bradley Jacob Rosen
- Stephen Joseph Stulb
Staff
- 12 employees
- 9 in advisory functions
- 9 state-registered reps
- 3 insurance agents
- 1 soliciting firm
- Owns 75% or more of Ironview Capital Management, LLC
Ironview Fla LLC
Control person · since December 2017
- Owns 75% or more of Ironview Fla LLC
Benjamin Roberts
Control person · since December 2017
Ironview Capital Management’s regulatory assets grew 2.5× from $568M (February 2021) to $1.39B (March 2026); clients rose from 251 to 445 and employees from 8 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.39B | 445 | 12 | 7 |
| March 2025 | $1.15B | 413 | 12 | 6 |
| March 2024 | $851M | 355 | 11 | 5 |
| May 2023 | $724M | 337 | 11 | 6 |
| June 2022 | $765M | 284 | 11 | 4 |
| February 2021 | $568M | 251 | 8 | 4 |
Besides its headquarters, Ironview Capital Management has 6 offices (4 private residences, listed without an address), with 3 listed addresses in Florida and Pennsylvania.
Pennsylvania · 2 listed addresses
- 200 Barr Harbor Drive, Suite 400, ConshohockenHQ
- 2030 Ranstead St., Philadelphia
Florida · 1 listed address
- 777 Brickell Avenue, Miami
Contact and registration details
- Legal name
- Ironview Capital Management, LLC
- Headquarters
- 200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428
- Website
- ironview.com
- Phone
- 215-793-0111
- @ironview
- SEC file
- 801-78950
- Founded
- 2009
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Ironview Capital Management uses Charles Schwab ($916M, 77%) and Fidelity ($271M, 23%) as custodians for its separately managed accounts. Ironview Capital Management has custody of $335M in client assets for 172 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $271M23%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $916M77%
At year end, Ironview Capital Management’s separately managed accounts were mostly in funds (75%) and stocks (12%).
What the accounts hold
- Stocks12%
- Funds75%
- Registered funds74%
- Pooled vehicles1%
- Bonds1%
- Cash3%
- Other9%
- Derivatives9%
How many clients does Ironview Capital Management have?
Ironview Capital Management has 445 clients and manages $1.39 billion for them, as of March 2026. They include 307 high-net-worth individuals, 79 individual clients, and 58 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Ironview Capital Management offer?
Ironview Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Ironview Capital Management charge?
Ironview Capital Management charges up to 1.50% a year for its Portfolio Management Services. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $500,000.
Which custodians does Ironview Capital Management use?
Ironview Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $916M and Fidelity Brokerage Services LLC (Smithfield, RI), with $271M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Ironview Capital Management have?
Ironview Capital Management has 9 investment adviser representatives registered with state securities authorities, out of 12 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ironview Capital Management invest in?
At the end of its last fiscal year, Ironview Capital Management’s separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 9% derivatives, 3% cash and equivalents, 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar). It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Ironview Capital Management have a minimum investment?
Yes, Ironview Capital Management’s minimum account size for its Portfolio Management Services is $500K.
Who owns Ironview Capital Management?
Ironview Capital Management is owned through a holding company by Benjamin Roberts. Its direct owner is Ironview Fla LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Ironview Capital Management get paid?
Ironview Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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
Is Ironview Capital Management registered with the SEC?
Yes, Ironview Capital Management has been registered with the SEC as an investment adviser since 2 January 2014. Its CRD number is 150250 and its SEC file number is 801-78950.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Ironview Capital Management?
Ironview Capital Management’s main office is at 200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428. Its phone number is 215-793-0111. Its website is ironview.com.