DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Iron Point Partners, LLC
Latest filing Mar 28, 2026
First filing on the tape Feb 10, 2012 · 26 filings
SEC status approved since Feb 23, 2012
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$470M
derived; firm RAUM over IAPD count
Employees
14
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
11
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$1.4B as of Mar 28, 2026
Mar 26, 2013$1.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)3 as of Mar 28, 2026
Mar 26, 20130 then
Employees (5.A)14 as of Mar 28, 2026
Mar 26, 201314 then
Private funds11 as of Mar 28, 2026
Mar 26, 20138 then
RAUM -2.0% over the last fiscal year-4.6% a year over threeIARs 5 to 3
Practice profile
derived from the filing of Mar 28, 2026; every figure names its basis
- RAUM per advisor
- $470MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $128MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.7derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- -40%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Thomas Charles Lynch | Washington, Dc | Mar 13, 2012 | 19 y | 1 |
| William Sargent Janes | Washington, Dc | Mar 13, 2012 | 19 y | 0 |
| Ryan Joseph Haas | Dallas, Tx | Feb 18, 2015 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
17 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- Banning Trey Clemens · Chief Compliance Officercontrolsince 12/2024 · owns less than 5%
- Sargent William Janes · Managing Partnercontrolsince 04/2007 · owns less than 5%
- Charles Thomas Lynch · Managing Partnercontrolsince 01/2019 · owns less than 5%
- Joseph Ryan Haas · Partnercontrolsince 01/2017 · owns 25% to 50% of Iprep Management, LP
- Joseph Ryan Haas · Membercontrolsince 01/2017 · owns 25% to 50% of Iprep Management Gp, LLC
- Sargent William Janes · Membercontrolsince 01/2017 · owns 25% to 50% of Iprep Management Gp, LLC
- Sargent William Janes · Partnercontrolsince 08/2007 · owns 25% to 50% of Iprep Management, LP
- Charles Thomas Lynch · Membercontrolsince 01/2017 · owns 25% to 50% of Iprep Management Gp, LLC
- Charles Thomas Lynch · Partnercontrolsince 08/2007 · owns 25% to 50% of Iprep Management, LP
Entity owners
- Iprep Management, LP · Managing Memberdirect · owns 75% or more
- Iprep Management Gp, LLC · Partnerindirect · owns F of Iprep Management, LP
Related persons
Schedule D 7.A
- Ip Dc Genpar II, L.P.pooled vehicle sponsorn
- Ip Dc Genpar III, L.P.pooled vehicle sponsorn
- Ip Dc Genpar, L.P.pooled vehicle sponsorn
- Ipi Partners Netherlands, Bvpooled vehicle sponsorn
- Ipi Partners, LLCinvestment advisernRAUM $9.6B
- Iron Point Co-Investment Manager I, L.P.pooled vehicle sponsorn
- Iron Point Dc Management, LLCpooled vehicle sponsorn
- Iron Point Real Estate Genpar II, L.P.pooled vehicle sponsorn
- Iron Point Real Estate Genpar III, L.P.pooled vehicle sponsorn
- Iron Point Real Estate Genpar IV, L.P.pooled vehicle sponsorn
- Iron Point Real Estate Genpar V, L.P.pooled vehicle sponsorn
- Iron Point Real Estate Genpar, L.P.pooled vehicle sponsorn
- Iron Point-Iconiq Dc Gp, L.P.pooled vehicle sponsorn
- Iron Point-Iconiq Gp II (Aiv), L.P.pooled vehicle sponsorn
- Iron Point-Iconiq Gp II, L.P.pooled vehicle sponsorn
- Iron Point-Iconiq Gp III (Aiv), L.P.pooled vehicle sponsorn
- Iron Point-Iconiq Gp III (Cayman Aiv), L.P.pooled vehicle sponsorn
- Iron Point-Iconiq Gp III, L.P.pooled vehicle sponsorn
- Por03 Gp, LPpooled vehicle sponsorn
- Safely Store Gp, LLCpooled vehicle sponsorn
Advisers that list Iron Point Partners, LLC as a related person
- 284694 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Washington, Dc · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX3 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- advisor count dropChange between filings · filing Mar 28, 2026advisory representatives (Item 5.B.3) moved from 5.0 to 3.0 (-40.0%) between the annual amendments of 2025-03-31 and 2026-03-28; the peer median change was 0.0% (35 comparable advisers, 9.0th percentile of changes)peers: asset managers, $1B to $5B (35) · 8.8% percentile
What changed
consecutive filings, newest first
- Advisory employees · 13 to 10May 20, 2025 to Mar 28, 2026
- Employees · 17 to 14May 20, 2025 to Mar 28, 2026
- State-registered IARs · 5 to 3May 20, 2025 to Mar 28, 2026
- Discretionary RAUM · $1.4B to $1.4BMay 20, 2025 to Mar 28, 2026
- Pooled vehicle RAUM · $1.4B to $1.4BMay 20, 2025 to Mar 28, 2026
- RAUM · $1.4B to $1.4BMay 20, 2025 to Mar 28, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 20, 2025
- Accounts · 16 to 11Dec 26, 2024 to Mar 31, 2025
- Advisory employees · 6 to 13Dec 26, 2024 to Mar 31, 2025
- Pooled vehicle clients · 16 to 11Dec 26, 2024 to Mar 31, 2025
- Employees · 19 to 17Dec 26, 2024 to Mar 31, 2025
- Private funds · 16 to 11Dec 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.4B to $1.4BDec 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.4B to $1.4BDec 26, 2024 to Mar 31, 2025
- RAUM · $1.4B to $1.4BDec 26, 2024 to Mar 31, 2025
- Accounts · 15 to 16Apr 27, 2023 to Mar 28, 2024
- Advisory employees · 15 to 6Apr 27, 2023 to Mar 28, 2024
- Pooled vehicle clients · 15 to 16Apr 27, 2023 to Mar 28, 2024
- Employees · 22 to 19Apr 27, 2023 to Mar 28, 2024
- State-registered IARs · 6 to 5Apr 27, 2023 to Mar 28, 2024
- Private funds · 15 to 16Apr 27, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.6B to $1.4BApr 27, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.6B to $1.4BApr 27, 2023 to Mar 28, 2024
- RAUM · $1.6B to $1.4BApr 27, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.6B to $1.6BMar 30, 2023 to Apr 27, 2023
- Pooled vehicle RAUM · $1.6B to $1.6BMar 30, 2023 to Apr 27, 2023
- RAUM · $1.6B to $1.6BMar 30, 2023 to Apr 27, 2023
- Accounts · 14 to 15Mar 31, 2022 to Mar 30, 2023
- Advisory employees · 20 to 15Mar 31, 2022 to Mar 30, 2023
- Pooled vehicle clients · 14 to 15Mar 31, 2022 to Mar 30, 2023
- Employees · 24 to 22Mar 31, 2022 to Mar 30, 2023
- State-registered IARs · 7 to 6Mar 31, 2022 to Mar 30, 2023
- Private funds · 14 to 15Mar 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $2.1B to $1.6BMar 31, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $2.1B to $1.6BMar 31, 2022 to Mar 30, 2023
- RAUM · $2.1B to $1.6BMar 31, 2022 to Mar 30, 2023
- Accounts · 12 to 14Mar 30, 2021 to Mar 31, 2022
- Advisory employees · 19 to 20Mar 30, 2021 to Mar 31, 2022
- Pooled vehicle clients · 12 to 14Mar 30, 2021 to Mar 31, 2022
- Employees · 21 to 24Mar 30, 2021 to Mar 31, 2022
Signals
3 dated events
- Anand Nitin Sathe (Chief Compliance Officer) no longer on Schedule A of Iron Point Partners, Llc (listed 2024-03-28, absent 2024-12-26)Dec 26, 2024 · Control person left · inference
- Banning Trey Clemens (Chief Compliance Officer) appeared on Schedule A of Iron Point Partners, LlcDec 26, 2024 · Control person joined · fact
- Carroll Gene Mcquown (Partner) no longer on Schedule A of Iron Point Partners, Llc (listed 2023-04-27, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/iron-point-partners-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- IRONPOINTPARTNERS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 202-452-8400reportedpublic record, Form ADV, Mar 28, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $470Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Iron Point Partners, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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