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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

OLD IRONSIDES ENERGY, LLC

CRD 168670

WALTHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:003b8d34-21b0-ccc9-9838-6bbe8a51c978

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 7
On other graphs: 2
Observed: Aug 7, 2013 to Apr 14, 2026
24 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

OLD Ironsides Energy, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

OLD Ironsides Energy, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-04-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 13
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 10
Private funds: 8Schedule D 7.B(1)
Custody, client assets: $0
Relying advisers: 4
SEC number: 801-78440
CRD: 168670
Filings on the tape: 24
First filed: Aug 7, 2013
Latest filed: Apr 14, 2026
Organised: Limited Liability Company, DE
Website: oldironsidesenergy.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
OLD IRONSIDES ENERGY FUND III-A, LP	Private Equity Fund	$561M	Apr 18, 2024	34	Mar 27, 2018	reported	021-298336
OLD IRONSIDES ENERGY FUND II-A, LP	Private Equity Fund	$460M	Apr 18, 2024	50	Mar 26, 2015	reported	021-237049
OLD WAGON CO-INVEST, LP	Private Equity Fund	$253M	Mar 30, 2017	4	Mar 28, 2016	dropped	021-241199
OLD IRONSIDES BRAZOS III-A, LP	Private Equity Fund	$167M	Apr 18, 2024	18	Mar 26, 2024	reported	021-485325
OLD IRONSIDES ENERGY FUND III-B, LP	Private Equity Fund	$144M	Apr 18, 2024	10	Mar 27, 2018	reported	021-298337
OLD IRONSIDES ENERGY FUND II-B, LP	Private Equity Fund	$92.4M	Apr 18, 2024	13	Mar 26, 2015	reported	021-226131

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
(CARROLL) HANEY, ANDREA, C	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	07/2013	Aug 7, 2013	Apr 18, 2024
Donahue, Kevin, Jude	CHIEF FINANCIAL OFFICER	Na	yes	01/2021	Jan 26, 2021	Apr 18, 2024
O'NEILL, SEAN, PATRICK	MEMBER AND MANAGING PARTNER	D	yes	07/2013	Aug 7, 2013	Apr 18, 2024
RIOUX, DANIEL, ALAN	MEMBER AND MANAGING PARTNER	D	yes	07/2013	Aug 7, 2013	Apr 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
OLD IRONSIDES BRAZOS III GP, LP	n/a	n/a	n/a	Y	no	n/a
OLD IRONSIDES ENERGY FUND II GP, LLC	n/a	n/a	n/a	Y	no	n/a
OLD IRONSIDES ENERGY FUND II-D GP, LLC	n/a	n/a	n/a	Y	no	n/a
OLD IRONSIDES ENERGY FUND III GP, LP	n/a	n/a	n/a	Y	no	n/a
OLD IRONSIDES ENERGY FUND III-D GP, LLC	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 12 of 13

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 14, 2026	$1.2B	$1.2B	13	6	0	8	n/a
2023	Mar 26, 2024	$1.4B	$1.4B	17	8	0	5	$1.4B
2022	Mar 30, 2023	$2.0B	$2.0B	19	10	0	4	$2.0B
2021	Mar 30, 2022	$1.9B	$1.9B	21	10	0	4	$1.9B
2020	Mar 29, 2021	$1.4B	$1.4B	22	11	0	4	$1.4B
2019	Mar 27, 2020	$1.6B	$1.6B	23	11	0	4	$1.6B
2018	Mar 28, 2019	$1.8B	$1.8B	21	11	0	4	$1.8B
2017	Mar 27, 2018	$1.9B	$1.9B	23	11	0	4	$1.9B
2016	Mar 30, 2017	$1.6B	$1.6B	20	9	n/a	3	$1.6B
2015	Mar 28, 2016	$3.8B	$3.8B	22	9	n/a	3	$1.5B
2014	Mar 26, 2015	$3.1B	$3.1B	19	9	n/a	2	$649M
2013	Mar 17, 2014	$2.3B	$2.3B	16	8	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	n/a	n/a	$2.0B	-15.0%	13	n/a	0	n/a

Relationships

Advises (6)

→ OLD IRONSIDES ENERGY FUND III-B, LPPrivate fundPrivate Equity Fund, IA
Mar 27, 2018 to presentfactForm ADV
→ OLD IRONSIDES ENERGY FUND II-B, LPPrivate fundPrivate Equity Fund, IA
Mar 26, 2015 to presentfactForm ADV
→ OLD IRONSIDES ENERGY FUND III-A, LPPrivate fundPrivate Equity Fund, IA
Mar 27, 2018 to presentfactForm ADV
→ OLD IRONSIDES BRAZOS III-A, LPPrivate fundPrivate Equity Fund, IA
Mar 26, 2024 to presentfactForm ADV
→ OLD IRONSIDES ENERGY FUND II-A, LPPrivate fundPrivate Equity Fund, IA
Mar 26, 2015 to presentfactForm ADV
→ OLD WAGON CO-INVEST, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 28, 2016 to Mar 30, 2017factForm ADV

Controls (4)

← RIOUX, DANIEL, ALANOwnerMEMBER AND MANAGING PARTNER, ownership code D, individual
Aug 7, 2013 to Apr 18, 2024factForm ADV
← (CARROLL) HANEY, ANDREA, COwnerCHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 7, 2013 to Apr 18, 2024factForm ADV
← O'NEILL, SEAN, PATRICKOwnerMEMBER AND MANAGING PARTNER, ownership code D, individual
Aug 7, 2013 to Apr 18, 2024factForm ADV
← Donahue, Kevin, JudeOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jan 26, 2021 to Apr 18, 2024factForm ADV

Dated events

Occurred
Apr 18, 2024
Control person left
Edward Scott Carson (Member And Managing Partner) no longer on Schedule A of Old Ironsides Energy, Llc (listed 2024-04-02, absent 2024-04-18)
Form ADVobserved 6 days ago
Occurred
Apr 18, 2024
Control person left
Scott Gregory Morzano (Member And Managing Partner) no longer on Schedule A of Old Ironsides Energy, Llc (listed 2024-04-02, absent 2024-04-18)
Form ADVobserved 6 days ago
Occurred
Mar 26, 2024
Regulatory AUM changed
Old Ironsides Energy, Llc reported RAUM $1.4B, down 28% from $2.0B (2023-03-30 to 2024-03-26)
Form ADVobserved 6 days ago
$-552M
Occurred
Mar 30, 2022
Regulatory AUM changed
Old Ironsides Energy, Llc reported RAUM $1.9B, up 36% from $1.4B (2021-03-29 to 2022-03-30)
Form ADVobserved 6 days ago
$502M
Occurred
Jan 26, 2021
Control person joined
Jude Kevin Donahue (Chief Financial Officer) appeared on Schedule A of Old Ironsides Energy, Llc
Form ADVobserved 6 days ago
Occurred
Jan 26, 2021
Control person left
Brian David Delmore (Chief Financial Officer) no longer on Schedule A of Old Ironsides Energy, Llc (listed 2020-09-18, absent 2021-01-26)
Form ADVobserved 6 days ago
Occurred
Aug 7, 2013
First Form ADV filing
Old Ironsides Energy, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:003b8d34-21b0-ccc9-9838-6bbe8a51c978
First observed: Aug 7, 2013
Last observed: Apr 14, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OLD IRONSIDES ENERGY, LLC

CRD 168670

WALTHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:003b8d34-21b0-ccc9-9838-6bbe8a51c978

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:34 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

OLD IRONSIDES ENERGY FUND III-A, LP

Private Equity Fund

$561M

Apr 18, 2024

Mar 27, 2018

reported

021-298336

OLD IRONSIDES ENERGY FUND II-A, LP

Private Equity Fund

$460M

Apr 18, 2024

Mar 26, 2015

reported

021-237049

OLD WAGON CO-INVEST, LP

Private Equity Fund

$253M

Mar 30, 2017

Mar 28, 2016

dropped

021-241199

OLD IRONSIDES BRAZOS III-A, LP

Private Equity Fund

$167M

Apr 18, 2024

Mar 26, 2024

reported

021-485325

OLD IRONSIDES ENERGY FUND III-B, LP

Private Equity Fund

$144M

Apr 18, 2024

Mar 27, 2018

reported

021-298337

OLD IRONSIDES ENERGY FUND II-B, LP

Private Equity Fund

$92.4M

Apr 18, 2024

Mar 26, 2015

reported

021-226131

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

(CARROLL) HANEY, ANDREA, C

CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER

yes

07/2013

Aug 7, 2013

Apr 18, 2024

Donahue, Kevin, Jude

CHIEF FINANCIAL OFFICER

yes

01/2021

Jan 26, 2021

Apr 18, 2024

O'NEILL, SEAN, PATRICK

MEMBER AND MANAGING PARTNER

yes

07/2013

Aug 7, 2013

Apr 18, 2024

RIOUX, DANIEL, ALAN

MEMBER AND MANAGING PARTNER

yes

07/2013

Aug 7, 2013

Apr 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OLD IRONSIDES BRAZOS III GP, LP

n/a

OLD IRONSIDES ENERGY FUND II GP, LLC

n/a

OLD IRONSIDES ENERGY FUND II-D GP, LLC

n/a

OLD IRONSIDES ENERGY FUND III GP, LP

n/a

OLD IRONSIDES ENERGY FUND III-D GP, LLC

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 14, 2026

$1.2B

n/a

2023

Mar 26, 2024

$1.4B

2022

Mar 30, 2023

$2.0B

2021

Mar 30, 2022

$1.9B

2020

Mar 29, 2021

$1.4B

2019

Mar 27, 2020

$1.6B

2018

Mar 28, 2019

$1.8B

2017

Mar 27, 2018

$1.9B

2016

Mar 30, 2017

$1.6B

n/a

$1.6B

2015

Mar 28, 2016

$3.8B

n/a

$1.5B

2014

Mar 26, 2015

$3.1B

n/a

$649M

2013

Mar 17, 2014

$2.3B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

n/a

$2.0B

-15.0%

n/a