AdvisorCensus / Financial advisors / Virginia / Charlottesville / Iron Path Capital, L.P.
Iron Path Capital, L.P. is an SEC-registered investment advisory firm in Charlottesville, VA, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 22, 2026.
Quick answers
From the filingHow is Iron Path Capital, L.P. compensated?
On its Form ADV (Item 5.E, October 2026), Iron Path Capital, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Iron Path Capital, L.P. located?
Iron Path Capital, L.P.'s principal office is in Charlottesville, VA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Iron Path Capital, L.P. registered with the SEC or a state?
Iron Path Capital, L.P. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 316139.
How much does Iron Path Capital, L.P. manage?
Iron Path Capital, L.P. reports $698,528,128 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary).
How have Iron Path Capital, L.P.'s assets and staff changed since 2021?
In the Form ADV data for Iron Path Capital, L.P.: Regulatory assets under management: $262,614,422 in the October 2023 data and $698,528,128 in the October 2026 data, up 166%. Total employees: 12 in October 2023 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Iron Path Capital, L.P. serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).
Does Iron Path Capital, L.P. 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/316139
What changed in Iron Path Capital, L.P.'s recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 18 to 17. Regulatory assets under management went from $447,090,158 to $698,528,128 (+56%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$698,528,128 as of October 2026, filing dated April 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 18. Performing investment advisory functions: 17.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the May 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $698,528,128 | 18 | April 22, 2026 |
| October 2025 | $447,090,158 | 19 | March 24, 2025 |
| October 2024 | $357,210,630 | 14 | July 3, 2024 |
| October 2023 | $262,614,422 | 12 | June 27, 2023 |
| October 2022 | Not reported | Not reported | March 29, 2022 |
| October 2021 | Not reported | Not reported | September 3, 2021 |
Regulatory assets under management: $262,614,422 in the October 2023 data and $698,528,128 in the October 2026 data, up 166%.
Total employees: 12 in October 2023 and 18 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 18 to 17.
- Regulatory assets under management went from $447,090,158 to $698,528,128 (+56%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Iron Path Capital, L.P. (CRD 316139): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/iron-path-capital-l-p-charlottesville-va-316139