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Old Ironsides Energy, LLC

● SEC registered since 2013CRD 168670SEC# 801-78440Waltham, MA
Export (members)
Ranks #2,768 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.21B
Fund GAV
$1.21B
Private funds
8
Employees
13
Accounts
10
Location
Waltham, MA

Old Ironsides Energy, LLC assets under management

Old Ironsides Energy, LLC operates as an SEC-registered investment adviser based in Waltham, MA. The firm has been registered since 2013. It reports $1.2 billion in regulatory assets under management and employs 13 people. Old Ironsides Energy, LLC manages 8 private funds with combined gross assets of $1.2 billion, including Old Ironsides Energy Fund Iii-A, LP. By regulatory assets, it ranks 2,768 of 6,004 private fund managers.

Old Ironsides Energy, LLC private funds

8 funds · $1.21B GAV
FundTypeGross assetsMin.
Old Ironsides Energy Fund Iii-A, LPPrivate Equity$356.9M$10M
Old Ironsides Brazos Iii-A, LPPrivate Equity$355.4M
Old Ironsides Energy Fund Ii-A, LPPrivate Equity$214.2M$10M
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Old Ironsides Energy, LLC owners & executives

4 reported
NameTitleOwnershipSince
Andrea C (carroll) Haney ControlChief Operating Officer And Chief Compliance OfficerUnder 5%2013
Daniel Alan Rioux ControlMember And Managing Partner50-75%2013
Kevin Jude Donahue ControlChief Financial OfficerUnder 5%2021
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Frequently asked questions

How much does Old Ironsides Energy, LLC manage?

Old Ironsides Energy, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Old Ironsides Energy, LLC manage?

Old Ironsides Energy, LLC manages 8 private funds with combined gross assets of $1.2 billion.

How many employees does Old Ironsides Energy, LLC have?

Old Ironsides Energy, LLC reports 13 employees.

Where is Old Ironsides Energy, LLC located?

Old Ironsides Energy, LLC is based in Waltham, MA and has been SEC-registered since 2013.

Does Old Ironsides Energy, LLC disclose fund performance?

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

Contact & registration

Address500 Totten Pond Road, Suite 630, Waltham, MA 02451
Phone617-366-2030
Fax617-426-1021
Office hours8a.m. - 5p.m.
SEC regionBoston Regional Office (BRO)
Umbrella registrationYes
Discloses disciplinary historyYes

Regulatory AUM

$1.21B▲ 7%
Mar '25 — $1.13BApr '25 — $1.13BMay '25 — $1.13BJun '25 — $1.13BJul '25 — $1.13BAug '25 — $1.13BSep '25 — $1.13BOct '25 — $1.13BNov '25 — $1.13BDec '25 — $1.13BJan '26 — $1.13BFeb '26 — $1.13BMar '26 — $1.3BApr '26 — $1.21BMay '26 — $1.21BJun '26 — $1.21B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
AUM vs fund managersTop 46%
Larger than 54% of 6,004 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$1.21Bregulatory AUM
Discretionary $1.21B

Service providers

Auditor
Administrator