# Iron Horse Asset Management LLC

> Iron Horse Asset Management LLC is an SEC-registered investment advisory firm in Neenah, WI, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 343529
- Filed as: IRON HORSE ASSET MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Neenah, WI
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343529
- AdvisorCensus page: https://advisorcensus.com/firm/iron-horse-asset-management-llc-neenah-wi-343529

## Quick answers

**How is Iron Horse Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Iron Horse Asset Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Iron Horse Asset Management LLC located?**
Iron Horse Asset Management LLC's principal office is in Neenah, WI, according to its Form ADV.

**Is Iron Horse Asset Management LLC registered with the SEC or a state?**
Iron Horse Asset Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343529.

**How much does Iron Horse Asset Management LLC manage?**
Iron Horse Asset Management LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 3, 2026.

**Does Iron Horse Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343529

**Does Iron Horse Asset Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 3, 2026 says: "There is no account minimum for any of IHAMLLC’s services."

**What changed in Iron Horse Asset Management LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 3, 2026)

- Account minimum: None

> There is no account minimum for any of IHAMLLC’s services.

- Minimum annual fee: $2,000

> There is a relationship minimum fee of $2,000, annually which may be waived at the firm’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Iron Horse Asset Management LLC (CRD 343529): Form ADV filing data as of October 2026.
