DFX Intelligence

Data Factory

RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

IRONVINE CAPITAL PARTNERS, LLC

CRD 168892

OMAHA, NE

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:943a04be-c75e-deb6-7360-33ae66a6271b

Data as of May 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
On other graphs: 0
Observed: Jan 9, 2017 to May 13, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: mixed wealth managerderivedprivate_client_share=0.2 fund_share=0.0 institutional_share=0.46 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-05-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $232MderivedItem 5.D individuals plus high net worth individuals
Private client share: 20%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $229Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 533
Individual clients: 67
High net worth clients: 61
SEC number: 801-108956
CIK: 1730478
CRD: 168892
Filings on the tape: 21
First filed: Jan 9, 2017
Latest filed: May 13, 2026
Organised: Limited Liability Company, WA
Website: ironvinecapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW WAYNE BARNES	Chartered Financial Analyst	Kirkland, WA \| OMAHA, NE	12	16	1	no
RYAN PAUL MENDLIK	n/a	OMAHA, NE	12	12	n/a	no
DAVID ALLEN PERKINS	Chartered Financial Analyst	OMAHA, NE	7	22	n/a	no
Eric T Ruden	Chartered Financial Analyst	OMAHA, NE	2	11	n/a	no
Finn Lucas	n/a	OMAHA, NE	1	14	n/a	no

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
BARNES, MATTHEW, WAYNE	Member	C	yes	08/2013	May 13, 2026	May 13, 2026
MENDLIK, RYAN, PAUL	MEMBER, CHIEF COMPLIANCE OFFICER	C	yes	01/2014	May 13, 2026	May 13, 2026
PERKINS, DAVID, ALLEN	Member	C	yes	01/2019	May 13, 2026	May 13, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Kirkland	Wa	United States	1	no

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 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$1.1B	$1.1B	5	5	1	n/a	n/a
2024	Apr 29, 2025	$1.1B	$1.1B	6	6	1	n/a	n/a
2023	Mar 8, 2024	$943M	$936M	5	5	1	n/a	n/a
2022	Mar 16, 2023	$827M	$827M	5	5	1	n/a	n/a
2021	Mar 18, 2022	$1.0B	$1.0B	4	4	1	n/a	n/a
2020	Jan 21, 2021	$899M	$899M	3	3	1	n/a	n/a
2019	Feb 12, 2020	$785M	$785M	4	4	1	n/a	n/a
2018	Feb 22, 2019	$498M	$498M	4	4	1	n/a	n/a
2017	Feb 19, 2018	$348M	$348M	3	3	1	n/a	n/a
2016	Jan 27, 2017	$283M	$283M	3	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

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	$1.1B	$1.1B	4.1%	$827M	11.4%	5	6	1	1

Relationships

Registered with (6)

← Finn LucasAdvisorregistration: current employment
Feb 12, 2025 to presentfactForm ADV
← Eric T RudenAdvisorregistration: current employment
Sep 28, 2023 to presentfactForm ADV
← DAVID ALLEN PERKINSAdvisorregistration: current employment
Jan 3, 2019 to presentfactForm ADV
← RYAN PAUL MENDLIKAdvisorregistration: current employment
Dec 23, 2013 to presentfactForm ADV
← MATTHEW WAYNE BARNESAdvisorregistration: current employment
Oct 14, 2013 to presentfactForm ADV
← Jake WilsonAdvisorregistration: previous registration
Dec 20, 2022 to Oct 27, 2023factForm ADV

Controls (3)

← PERKINS, DAVID, ALLENOwnerMEMBER, ownership code C, individual
Feb 22, 2019 to Mar 8, 2024factForm ADV
← MENDLIK, RYAN, PAULOwnerMEMBER, CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jan 9, 2017 to Mar 8, 2024factForm ADV
← BARNES, MATTHEW, WAYNEOwnerMEMBER, ownership code C, individual
Jan 9, 2017 to Mar 8, 2024factForm ADV

Dated events

Occurred
Oct 27, 2023
Advisor changed firm
Jake Wilson left Ironvine Capital Partners, Llc for Ubs Financial Services Inc. (registered 2024-04-09)
Form ADVobserved 6 days ago
Occurred
Jan 21, 2021
Control person left
Lee Richard Jarvis (Member) no longer on Schedule A of Ironvine Capital Partners, Llc (listed 2020-06-25, absent 2021-01-21)
Form ADVobserved 6 days ago
Occurred
Feb 12, 2020
Regulatory AUM changed
Ironvine Capital Partners, Llc reported RAUM $785.2M, up 58% from $497.6M (2019-02-22 to 2020-02-12)
Form ADVobserved 6 days ago
$288M
Occurred
Feb 22, 2019
Regulatory AUM changed
Ironvine Capital Partners, Llc reported RAUM $497.6M, up 43% from $348.1M (2018-02-22 to 2019-02-22)
Form ADVobserved 6 days ago
$149M
Occurred
Feb 22, 2019
Control person joined
Allen David Perkins (Member) appeared on Schedule A of Ironvine Capital Partners, Llc
Form ADVobserved 6 days ago
Occurred
Jan 9, 2017
First Form ADV filing
Ironvine Capital Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:943a04be-c75e-deb6-7360-33ae66a6271b
First observed: Jan 9, 2017
Last observed: May 13, 2026 4 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.

IRONVINE CAPITAL PARTNERS, LLC

CRD 168892

OMAHA, NE

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:943a04be-c75e-deb6-7360-33ae66a6271b

Data as of May 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:34 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW WAYNE BARNES

Chartered Financial Analyst

Kirkland, WA | OMAHA, NE

RYAN PAUL MENDLIK

n/a

OMAHA, NE

n/a

DAVID ALLEN PERKINS

Chartered Financial Analyst

OMAHA, NE

n/a

Eric T Ruden

Chartered Financial Analyst

OMAHA, NE

n/a

Finn Lucas

n/a

OMAHA, NE

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARNES, MATTHEW, WAYNE

Member

yes

08/2013

May 13, 2026

MENDLIK, RYAN, PAUL

MEMBER, CHIEF COMPLIANCE OFFICER

yes

01/2014

May 13, 2026

PERKINS, DAVID, ALLEN

Member

yes

01/2019

May 13, 2026

City

State

Country

Employees

Also broker-dealer

Kirkland

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$1.1B

n/a

2024

Apr 29, 2025

$1.1B

n/a

2023

Mar 8, 2024

$943M

$936M

n/a

2022

Mar 16, 2023

$827M

n/a

2021

Mar 18, 2022

$1.0B

n/a

2020

Jan 21, 2021

$899M

n/a

2019

Feb 12, 2020

$785M

n/a

2018

Feb 22, 2019

$498M

n/a

2017

Feb 19, 2018

$348M

n/a

2016

Jan 27, 2017

$283M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

4.1%

$827M

11.4%