Ironview Capital Management, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 445
- Avg AUM / client
- $3.1M
- Accounts
- 445
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 79 | $17.7M | 1.27% |
| High net worth individuals | 307 | $1.1B | 79.3% |
| Pooled investment vehicles (non-investment companies) | 1 | $13.7M | 0.98% |
| Pension and profit sharing plans | 58 | $257M | 18.4% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $13.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ironview Private Equity Partners I Lp | Private Equity Fund | Delaware | $13.7M | 31 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Allstates World Cargo, Inc. 401(k) Savings Plan Allstates Worldcargo, Inc. | 2024 | |
| J.R. Balsan, Inc. Retirement Savings Plan J.R. Balsan, Inc. Dba Johnstone Supply | 2024 | |
| Reify Health, Inc. Retirement Savings Plan Reify Health, Inc. | 2024 | |
| Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan Everett & Hurite Ophthalmic Association | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Conrad Roberts | Member | Mar 2011 (15y) | ≈ 56.25% – 100% via Ironview Fla Llc | |
| Rahul Kothari | Chief Compliance Officer | Jul 2020 (6y) | Less than 5% | |
| Stephen Joseph Stulb | Registered representative | Aug 2014 (12y) | ||
| James Charles Mendelson | Registered representative | Dec 2016 (10y) | ||
| Bradley Jacob Rosen | Registered representative | May 2017 (9y) | ||
| Matthew Scott Mendelson | Registered representative | Aug 2020 (6y) | ||
| Bryan Austin Rementer | Registered representative | Feb 2021 (5y) | ||
| Cara Mendelson Lidgett | Registered representative | Sep 2022 (4y) | ||
| Daniel Patrick Callahan | Registered representative | CFA | Dec 2025 (1y) | |
| Matthew Dayton Ritt | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ironview Fla Llc | Member | Dec 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Benjamin Conrad Roberts: 75% – 100% of Ironview Fla Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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, $13.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ironview Private Equity Partners I Lp | Private Equity Fund | $13.7M | $100K | 31 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Allstates World Cargo, Inc. 401(k) Savings Plan | Allstates Worldcargo, Inc. | 185 | $13.0M | 01/01/2024 |
| J.R. Balsan, Inc. Retirement Savings Plan | J.R. Balsan, Inc. Dba Johnstone Supply | 177 | $10.4M | 01/01/2024 |
| Reify Health, Inc. Retirement Savings Plan | Reify Health, Inc. | 863 | $30.9M | 01/01/2024 |
| Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan | Everett & Hurite Ophthalmic Association | 94 | $16.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.12 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $916M (66% of AUM) Mar 2026
- Fidelity Brokerage Services $271M (19% of AUM) Mar 2026
- Principal Financial $88.4M (12% of AUM) Sep 2022
- Reliance Trust Company $82.1M (14% of AUM) Dec 2021
- State Street $76.1M (11% of AUM) May 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗