Data / Investment advisers / Nebraska / Ironvine Capital Partners, LLC
Ironvine Capital Partners, LLC, Omaha, NE: $1.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ironvine Capital Partners, LLC is an SEC registered investment adviser with its main office in Omaha, Nebraska and reports $1.1 billion in regulatory assets under management in its Form ADV filed May 13, 2026. Its clients include charitable organizations, corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management.
The request: Watch Ironvine Capital Partners, LLC (CRD number 168892): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 168892
- SEC file number
- 801-108956
- SEC status
- Approved, effective January 23, 2017
- Main office
- 9290 W. Dodge Rd; Ste 203, Omaha, NE 68114
- Phone
- (402) 916-1705
- Website
- ironvinecapital.com
- Regulatory AUM
- $1,143,727,875 in the Form ADV filed May 13, 2026
- Discretionary AUM
- $1,143,727,875
- Accounts
- 533
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 4 | $443.7 million |
| Corporations or other businesses | 13 | $390.4 million |
| High net worth individuals | 61 | $205.6 million |
| Pension and profit sharing plans | 24 | $75.5 million |
| Individuals (other than high net worth individuals) | 67 | $26 million |
| Insurance companies | 1 | $2.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.14 billion | March 6, 2026 |
| December 1, 2025 | $1.10 billion | April 29, 2025 |
Other advisers in Omaha
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Private Wealth Asset Management | Omaha | $2.52 billion | Not listed | adviserinfo.sec.gov |
| Prodigy Asset Management LLC | Omaha | $2.44 billion | 1 | adviserinfo.sec.gov |
| Wealthplan Investment Management LLC | Omaha | $2.19 billion | 2 | adviserinfo.sec.gov |
| Carson Group Investing | Omaha | $2.05 billion | Not listed | adviserinfo.sec.gov |
| Tributary Capital Management, LLC | Omaha | $1.90 billion | Not listed | adviserinfo.sec.gov |
| Wealthplan Partners | Omaha | $1.12 billion | Not listed | adviserinfo.sec.gov |
| Stevens Capital Partners | Omaha | $810.3 million | Not listed | adviserinfo.sec.gov |
| The Magnolia Group, LLC | Omaha | $710.6 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Omaha, NE
- Investment advisers in Nebraska
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving charitable organizations
- Advisers serving corporations and other businesses
- Ironvine Capital Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.