{
  "crd_number": 168892,
  "slug": "ironvine-capital-partners-llc-omaha-ne-168892",
  "primary_business_name": "IRONVINE CAPITAL PARTNERS, LLC",
  "legal_name": "IRONVINE CAPITAL PARTNERS, LLC",
  "dbas": [],
  "city": "Omaha",
  "state": "NE",
  "country": "United States",
  "cbsa_code": "36540",
  "metro": {
    "cbsa_code": "36540",
    "common_name": "Omaha",
    "msa_name": "Omaha, NE-IA",
    "path": "/advisors/ne/omaha"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-01-23",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-05-13",
  "carried_forward": false,
  "raum_total": 1143727875.0,
  "raum_discretionary": 1143727875.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 443679732.0,
      "count": 4
    },
    "individuals": {
      "raum": 25986466.0,
      "count": 67
    },
    "insurance_companies": {
      "raum": 2548333.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 75521763.0,
      "count": 24
    },
    "high_net_worth_individuals": {
      "raum": 205625732.0,
      "count": 61
    },
    "corporations_other_businesses": {
      "raum": 390365849.0,
      "count": 13
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NE",
    "TX",
    "WA"
  ],
  "websites": [
    "https://ironvinecapital.com",
    "https://linkedin.com/company/ironvine-capital-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168892",
  "city_as_filed": "OMAHA",
  "url": "https://advisorcensus.com/firm/ironvine-capital-partners-llc-omaha-ne-168892",
  "display_name": "Ironvine Capital Partners, LLC",
  "summary": "Ironvine Capital Partners, LLC is an SEC-registered investment advisory firm in Omaha, NE, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 13, 2026.",
  "citation": "AdvisorCensus. Ironvine Capital Partners, LLC (CRD 168892): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Ironvine Capital Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ironvine Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Ironvine Capital Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated May 13, 2026 states: Up to $9,999,999.99: 1% a year; $10,000,000 to $24,999,999.99: 0.9% a year; $25,000,000 to $49,999,999.99: 0.8% a year; $50,000,000 to $99,999,999.99: 0.7% a year; Above $100,000,000: 0.6% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Ironvine Capital Partners, LLC located?",
      "a": "Ironvine Capital Partners, LLC's principal office is in Omaha, NE, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Ironvine Capital Partners, LLC registered with the SEC or a state?",
      "a": "Ironvine Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 168892."
    },
    {
      "q": "How much does Ironvine Capital Partners, LLC manage?",
      "a": "Ironvine Capital Partners, LLC reports $1,143,727,875 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have Ironvine Capital Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Ironvine Capital Partners, LLC: Regulatory assets under management: $899,173,126 in the October 2021 data and $1,143,727,875 in the October 2026 data, up 27%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ironvine Capital Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (61); pension and profit sharing plans (but not the plan participants or government pension plans) (24)."
    },
    {
      "q": "Which custodians does Ironvine Capital Partners, LLC use?",
      "a": "Ironvine Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ironvine Capital Partners, LLC report any disciplinary disclosures?",
      "a": "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/168892"
    },
    {
      "q": "Does Ironvine Capital Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 13, 2026 says: \"As a general rule, we require a minimum account size of $250,000. We may waive or increase account minimums at our sole discretion.\""
    },
    {
      "q": "What changed in Ironvine Capital Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Registered or notice-filed in FL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 899173126.0,
      "total_employees": 3,
      "filing_date": "2021-03-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1021571034.0,
      "total_employees": 4,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 827464747.0,
      "total_employees": 5,
      "filing_date": "2023-06-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 942566873.0,
      "total_employees": 5,
      "filing_date": "2024-03-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1098482929.0,
      "total_employees": 6,
      "filing_date": "2025-04-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1143727875.0,
      "total_employees": 5,
      "filing_date": "2026-05-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5.",
        "Registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $9,999,999.99",
        "rate": "1%"
      },
      {
        "band": "$10,000,000 to $24,999,999.99",
        "rate": "0.9%"
      },
      {
        "band": "$25,000,000 to $49,999,999.99",
        "rate": "0.8%"
      },
      {
        "band": "$50,000,000 to $99,999,999.99",
        "rate": "0.7%"
      },
      {
        "band": "Above $100,000,000",
        "rate": "0.6%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $9,999,999.99: 1% a year",
          "$10,000,000 to $24,999,999.99: 0.9% a year",
          "$25,000,000 to $49,999,999.99: 0.8% a year",
          "$50,000,000 to $99,999,999.99: 0.7% a year",
          "Above $100,000,000: 0.6% a year"
        ],
        "quotes": [
          "Ironvine charges clients an annual management fee. Fees are paid quarterly, in advance, based on the value of the client’s assets under management (AUM) as of the last day of the previous quarter.",
          " < $10 million:  1.00%\n $10 million: 0.90%\n $25 million:  0.80%\n $50 million:  0.70%\n $100 million:  0.60%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "As a general rule, we require a minimum account size of $250,000. We may waive or increase account minimums at our sole discretion."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 9999999.99,
          "rate_pct": 1.0
        },
        {
          "min": 10000000.0,
          "max": 24999999.99,
          "rate_pct": 0.9
        },
        {
          "min": 25000000.0,
          "max": 49999999.99,
          "rate_pct": 0.8
        },
        {
          "min": 50000000.0,
          "max": 99999999.99,
          "rate_pct": 0.7
        },
        {
          "min": 100000000.0,
          "max": null,
          "rate_pct": 0.6
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Ironvine charges clients an annual management fee. Fees are paid quarterly, in advance, based on the value of the client’s assets under management (AUM) as of the last day of the previous quarter.",
      " < $10 million:  1.00%\n $10 million: 0.90%\n $25 million:  0.80%\n $50 million:  0.70%\n $100 million:  0.60%",
      "As a general rule, we require a minimum account size of $250,000. We may waive or increase account minimums at our sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ironvine-capital-partners-llc-omaha-ne-168892.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 67,
      "fewer_than_5": false,
      "raum": 25986466.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 61,
      "fewer_than_5": false,
      "raum": 205625732.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 24,
      "fewer_than_5": false,
      "raum": 75521763.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": false,
      "raum": 443679732.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2548333.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 13,
      "fewer_than_5": false,
      "raum": 390365849.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168892",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}