AUMdb

Ironclad Investments Llc

SEC-registered Mutual Fund / Asset Manager · Small ($100M–$1B) CRD 154872 · SEC file 801-71772 · Maitland, FL · WWW.IRONCLADFUNDS.COM
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$218M
Discretionary
$218M
Clients
1
Avg AUM / client
$218M
Accounts
1
Employees
2

AUM over time

$71.8M $331M
Jan 4, 2012 Mar 30, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 1 $218M 100.0%

People (1)

NameRole / titleCredentialsWith firm sinceOwnership
Aguilera, Rodolfo, David Chief Investment Officer / Managing Member Jun 2010 (16y) 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 849 KB 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

Custody

Firm reports it does not have 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 30, 2026.

View current Form ADV (SEC/IAPD) ↗