{"url":"https://nivawealth.com/firms/tiger-iron-capital-283006","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/283006","regulatoryAum":4166591838,"crd":"283006","history":[{"filedOn":"2021-05-12","regulatoryAum":1473912427,"clients":6,"employees":3,"offices":2},{"filedOn":"2022-05-11","regulatoryAum":2898679472,"clients":10,"employees":4,"offices":2},{"filedOn":"2023-06-02","regulatoryAum":2981482821,"clients":10,"employees":4,"offices":2},{"filedOn":"2024-05-06","regulatoryAum":2934052511,"clients":13,"employees":5,"offices":2},{"filedOn":"2025-05-09","regulatoryAum":3459266037,"clients":13,"employees":6,"offices":2},{"filedOn":"2026-05-07","regulatoryAum":4166591838,"clients":15,"employees":6,"offices":2}],"secFileNumber":"801-110145","legalName":"Tiger Iron Capital, LLC","displayName":"Tiger Iron Capital","slug":"tiger-iron-capital-283006","website":"https://tigerironcapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/283006/d4a66d430cef11c7-r1.webp","tone":"light","width":864,"height":200,"sourceUrl":"https://www.tigerironcapital.com/","sourceLabel":"Tiger Iron Capital, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2 Dundee Park, Suite 203","city":"Andover","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"01810"},"tradeNames":[],"registration":{"secApproved":"22 March 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":6,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":4166591838,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":4166591838,"nonDiscretionaryAccounts":15,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":15,"regulatoryAum":4166591838}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Tiger Iron Capital has custody of $3.23B in client assets for 15 clients.","otherCustodians":[],"leadership":[{"name":"Mary Shannon","title":"Chief Compliance Officer/ Chief Operating Officer","crd":"7522562"},{"name":"Rebecca Connolly","title":"Managing Member","crd":"4847141"},{"name":"Matthew Schaefer","title":"Managing Member","crd":"4377854"},{"name":"Amit Tiwari","title":"Managing Member","crd":"4374984"}],"ownership":[{"label":"Rebecca Connolly","detail":"Managing member in the 25% to 50% ownership band and a control person, since January 2016."},{"label":"Matthew Schaefer","detail":"Managing member in the 25% to 50% ownership band and a control person, since February 2016."},{"label":"Amit Tiwari","detail":"Managing member in the 25% to 50% ownership band and a control person, since January 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"95 Third Street","city":"San Francisco"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"2 Dundee Park, Suite 203","city":"Andover","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"860-944-5817","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":15},"sources":{"adv1FilingDate":"7 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/283006/PDF/283006.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Tiger Iron Capital have?","answer":"Tiger Iron Capital has 15 clients and manages $4.17 billion for them, as of May 2026. They include 15 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 7 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Tiger Iron Capital offer?","answer":"Tiger Iron Capital provides portfolio management for pooled vehicles and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Tiger Iron Capital have?","answer":"Tiger Iron Capital has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Tiger Iron Capital?","answer":"Tiger Iron Capital’s direct owners are Rebecca Connolly, Matthew Schaefer and Amit Tiwari, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 7 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Tiger Iron Capital get paid?","answer":"Tiger Iron Capital is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Tiger Iron Capital?","answer":"Tiger Iron Capital’s main office is at 2 Dundee Park, Suite 203, Andover, MA 01810. Its phone number is 860-944-5817. Its website is tigerironcapital.com.","source":"Form ADV Part 1A, Item 1.F, filed 7 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}