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.

Private fund

Iron Private Series, LLC

Private Equity Fundadvised byIron Financial LLCindependent RIA805-4264830851IAPD
Gross asset value
$4.3M
as of Jul 11, 2024; not a fund size
Peak GAV
$4.3M
highest filing
Owners
12
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
16%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
1 filings
Jul 11, 2024 to Jul 11, 2024
Reporting history
one row per Form ADV filing
Gross asset value: $4.3M
Owners: 12
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 3% of the adviser's clients investedreported
Form D file number
021-518464reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
No custodian reported.
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
16%reportedadviser and related persons