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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

IRON CAPITAL ADVISORS INC.

CRD 127773

ATLANTA, GA

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:a82d7b81-ddcd-4451-04b0-dc8953f46e00

Data as of Feb 15, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 19, 2011 to Feb 15, 2024
26 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $5.2BItem 5.F on the latest filing (2024-02-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $5.1B
Private client RAUM: $91.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 2%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 172
Individual clients: 123
High net worth clients: 41
SEC number: 801-62259
CRD: 127773
Filings on the tape: 26
First filed: Dec 19, 2011
Latest filed: Feb 15, 2024
Organised: Corporation, Georgia

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
GATEWAY FUND, L.P.	Hedge Fund	$671,883	Mar 20, 2014	2	Mar 30, 2012	dropped	021-144741

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
OSBORNE, CHARLES, EARL	MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	E	yes	11/2003	Dec 19, 2011	Feb 15, 2024

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Feb 15, 2024	$5.2B	$5.1B	6	3	0	n/a	n/a
2022	Mar 11, 2023	$4.2B	$1.1B	6	3	0	n/a	n/a
2021	Feb 14, 2022	$5.5B	$1.3B	6	3	0	n/a	n/a
2020	Mar 1, 2021	$5.0B	$1.4B	6	3	0	n/a	n/a
2019	Mar 19, 2020	$4.8B	$1.2B	6	3	0	n/a	n/a
2018	Jan 31, 2019	$4.0B	$1.4B	6	3	0	n/a	n/a
2017	Feb 14, 2018	$4.3B	$1.5B	6	3	0	n/a	n/a
2016	Feb 6, 2017	$3.7B	$1.3B	5	3	n/a	n/a	n/a
2015	Feb 29, 2016	$3.5B	$71.6M	5	3	n/a	n/a	n/a
2014	Mar 4, 2015	$3.3B	$70.3M	6	4	n/a	n/a	n/a
2013	Mar 20, 2014	$3.1B	$60.1M	5	4	n/a	1	$671,883
2012	Mar 20, 2013	$2.6B	$43.2M	5	4	n/a	1	$639,211
2011	Mar 30, 2012	$2.3B	$27.6M	n/a	n/a	n/a	1	$811,777

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
2023	$5.2B	$4.2B	23.6%	$5.0B	1.1%	6	6	0	0

Relationships

Controls (1)

← OSBORNE, CHARLES, EARLOwnerMANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 19, 2011 to presentfactForm ADV

Registered with (1)

← CHARLES EARL OSBORNEAdvisorregistration: previous registration
Mar 23, 2004 to Jun 14, 2024factForm ADV

Advises (1)

→ GATEWAY FUND, L.P.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 20, 2014factForm ADV

Dated events

Occurred
Jun 14, 2024
Advisor changed firm
Charles Earl Osborne left Iron Capital Advisors Inc. for Assuredpartners Investment Advisors (registered 2024-05-16)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a82d7b81-ddcd-4451-04b0-dc8953f46e00
First observed: Dec 19, 2011
Last observed: Feb 15, 2024 31 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.

IRON CAPITAL ADVISORS INC.

CRD 127773

ATLANTA, GA

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:a82d7b81-ddcd-4451-04b0-dc8953f46e00

Data as of Feb 15, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:58 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

GATEWAY FUND, L.P.

Hedge Fund

$671,883

Mar 20, 2014

Mar 30, 2012

dropped

021-144741

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

OSBORNE, CHARLES, EARL

MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER

yes

11/2003

Dec 19, 2011

Feb 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Feb 15, 2024

$5.2B

$5.1B

n/a

2022

Mar 11, 2023

$4.2B

$1.1B

n/a

2021

Feb 14, 2022

$5.5B

$1.3B

n/a

2020

Mar 1, 2021

$5.0B

$1.4B

n/a

2019

Mar 19, 2020

$4.8B

$1.2B

n/a

2018

Jan 31, 2019

$4.0B

$1.4B

n/a

2017

Feb 14, 2018

$4.3B

$1.5B

n/a

2016

Feb 6, 2017

$3.7B

$1.3B

n/a

2015

Feb 29, 2016

$3.5B

$71.6M

n/a

2014

Mar 4, 2015

$3.3B

$70.3M

n/a

2013

Mar 20, 2014

$3.1B

$60.1M

n/a

$671,883

2012

Mar 20, 2013

$2.6B

$43.2M

n/a

$639,211

2011

Mar 30, 2012

$2.3B

$27.6M

n/a

$811,777

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$5.2B

$4.2B

23.6%

$5.0B

1.1%