AUMdb

Ironwood Capital Management Corp

SEC-registered Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) CRD 109330 · SEC file 801-56679 · San Francisco, CA · WWW.LINKEDIN.COM
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
$8.2B
Discretionary
$8.2B
Clients
8
Avg AUM / client
$1.0B
Accounts
8
Employees
43

AUM over time

$2.5B $8.2B
Dec 2011 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 26, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 2 $6.1B 74.6%
Pooled investment vehicles (non-investment companies) 6 $2.1B 25.4%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.9B combined gross assets

FundTypeDomicileGross assetsOwners
Ironwood Partners L.P. master Hedge Fund Delaware $1.9B 298

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Stevens & Lee Savings Plan Stevens & Lee Reading, PA 2024

People (9)

NameRole / titleCredentialsWith firm sinceOwnership
Gans, Shelby, Murphy Trustee Of Frederick M. And Shelby M. Gans Trust U/A/D 4/21/95, Corporate Director Apr 1995 (31y) 25% – 50%
Gans, Frederick, Morton Founder, Trustee Of Frederick M. And Shelby M. Gans Trust U/A/D 4/1/1995, Corporate Director Jan 1996 (31y) 25% – 50%
Gans, Jonathan, Adam Chief Executive Officer & President Jun 1996 (30y) 50% – 75%
Hong, Simon, Ki Managing Director Jan 2000 (27y) Less than 5%
Sanger, Alison, Jane Chief Operating Officer Oct 2005 (21y) Less than 5%
Phillips, William, John Managing Director Oct 2009 (17y) Less than 5%
Zack, Benjamin, David Managing Director Jan 2010 (17y) Less than 5%
Mazur, Michael, Paul Chief Compliance Officer Jan 2022 (5y) Less than 5%
Boero, Martha, Rose Chief Financial Officer Jan 2023 (4y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Frederick M. And Shelby M. Gans Trust U/A/D 4/21/95 Owner Jan 2003 A 25% – 50%

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $1.9B gross assets)

FundTypeGross assetsMin. investmentOwners
Ironwood Partners L.P. Hedge Fund $1.9B $1.0M 298

From Form ADV Section 7.B private fund reporting.

Retirement plans served (1)

PlanSponsorParticipantsPlan assetsAs of
Stevens & Lee Savings Plan Stevens & Lee 385 $281M 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/26/2026 1.26 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.

View current Form ADV (SEC/IAPD) ↗