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Data / Investment advisers / California / Ironwood Capital Management Corp

Ironwood Capital Management Corp, San Francisco, CA: $8.2 billion AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Ironwood Capital Management Corp is an SEC registered investment adviser with its main office in San Francisco, California and reports $8.2 billion in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include investment companies and pooled investment vehicles. It is paid through a percentage of assets under management. It advises 1 private fund.

The request: Watch Ironwood Capital Management Corp (CRD number 109330): 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
109330
SEC file number
801-56679
SEC status
Approved, effective July 13, 1999
Main office
One Market Plaza, Steuart Tower Suite 2500, San Francisco, CA 94105
Phone
(415) 777-2400
Regulatory AUM
$8,225,793,478 in the Form ADV filed March 26, 2026
Discretionary AUM
$8,225,793,478
Accounts
8
Employees
43, of which 9 give investment advice
Form of organization
Corporation
Paid through
a percentage of assets under management
Private funds
1: 1 hedge fund
Gross assets of private funds
$2,051,145,743
Other offices
1
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 26, 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 typeClientsAUM
Investment companies2$6.14 billion
Pooled investment vehicles6$2.09 billion

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 ofAUMForm ADV filed
April 1, 2026$8.23 billionMarch 26, 2026
December 1, 2025$7.33 billionMarch 26, 2025

Other advisers in San Francisco

AdviserCityAUMPrivate fundsSource
Seven Post Investment Office LPSan Francisco$9.61 billionNot listedadviserinfo.sec.gov
Gryphon Advisors, LLCSan Francisco$9.32 billion24adviserinfo.sec.gov
Situational Awareness LPSan Francisco$9.28 billion1adviserinfo.sec.gov
Industry VenturesSan Francisco$9.06 billion39adviserinfo.sec.gov
Robertson StephensSan Francisco$8.76 billionNot listedadviserinfo.sec.gov
Human Interest Advisors LLCSan Francisco$8.10 billionNot listedadviserinfo.sec.gov
Carmel PartnersSan Francisco$7.98 billion8adviserinfo.sec.gov
BakeravenueSan Francisco$7.72 billionNot listedadviserinfo.sec.gov

Also on SpecStream

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.