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Ironshore Financial, LLC

● SEC registered since 2018CRD 294053SEC# 801-112863
Export (members)
Reg. AUM
$1.44B
Employees
1
Accounts
24
Location

Ironshore Financial, LLC assets under management

Ironshore Financial, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2018. It reports $1.4 billion in regulatory assets under management and employs 1 people.

Ironshore Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Edward Dean Speer ControlManaging Member / CcoOver 75%2018

Frequently asked questions

How much does Ironshore Financial, LLC manage?

Ironshore Financial, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Ironshore Financial, LLC have?

Ironshore Financial, LLC reports 1 employees.

Does Ironshore Financial, LLC disclose fund performance?

Ironshore Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone937-872-4015
Office hoursBy Appointment
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$1.44B▲ 18%
Mar '25 — $1.22BApr '25 — $1.22BMay '25 — $1.22BJun '25 — $1.22BJul '25 — $1.22BAug '25 — $1.22BSep '25 — $1.22BOct '25 — $1.22BNov '25 — $1.22BDec '25 — $1.22BJan '26 — $1.22BFeb '26 — $1.22BMar '26 — $1.44BApr '26 — $1.44BMay '26 — $1.44BJun '26 — $1.44B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$1.44Bregulatory AUM
Discretionary $168.5MNon-discretionary $1.27B