# Iron Point Partners, LLC

> Iron Point Partners, LLC is an SEC-registered investment advisory firm in Washington, DC, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 157078
- Filed as: IRON POINT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157078
- AdvisorCensus page: https://advisorcensus.com/firm/iron-point-partners-llc-washington-dc-157078

## Quick answers

**How is Iron Point Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Iron Point Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Iron Point Partners, LLC located?**
Iron Point Partners, LLC's principal office is in Washington, DC, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Iron Point Partners, LLC registered with the SEC or a state?**
Iron Point Partners, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157078.

**How much does Iron Point Partners, LLC manage?**
Iron Point Partners, LLC reports $1,411,205,533 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).

**How have Iron Point Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Iron Point Partners, LLC: Regulatory assets under management: $2,135,263,104 in the October 2021 data and $1,411,205,533 in the October 2026 data, down 34%. Total employees: 21 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Iron Point Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11).

**Does Iron Point Partners, 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/157078

**What changed in Iron Point Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 13 to 10. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,411,205,533
- Discretionary: $1,411,205,533
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $1,411,205,533 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 14 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dallas, TX

### Websites listed on Form ADV (Item 1.I)
- ironpointpartners.com
- LinkedIn @iron-point-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,135,263,104 | 21 | March 30, 2021 |
| October 2022 | $2,107,350,692 | 24 | March 31, 2022 |
| October 2023 | $1,606,267,180 | 22 | April 27, 2023 |
| October 2024 | $1,380,181,446 | 19 | March 28, 2024 |
| October 2025 | $1,439,687,423 | 17 | May 20, 2025 |
| October 2026 | $1,411,205,533 | 14 | March 28, 2026 |

Regulatory assets under management: $2,135,263,104 in the October 2021 data and $1,411,205,533 in the October 2026 data, down 34%.
Total employees: 21 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 13 to 10.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Iron Point Partners, LLC (CRD 157078): Form ADV filing data as of October 2026.