Ironclad Investments LLC (Celebration)

Name: Ironclad Investments LLC
Address: 1420 Celebration Boulevard, Celebration, FL, 34747
Telephone: 407-982-1888

Ironclad Investments LLC is an investment adviser to an investment company based in Celebration. It manages $71.78 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.

Ironclad Investments provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ironclad Investments: assets under management

The assets under management (AUM) of Ironclad Investments LLC is $71.78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $71.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $71.78 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ironclad Investments LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ironclad Investments serves?

The only and largest group of clients of Ironclad Investments is investment companies with 1 clients and $71.78 million of assets under management. Among the 3 most similar advisory firms, Ironclad Investments has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $71.78 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Ironclad Investments doesn't advise any private funds.

Careers at Ironclad Investments LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rodolfo David Aguilera	Chief investment officer / managing member	1 Jun 2010	75% - 100%	5317561
Jonathan Kenneth Gold	Chief compliance officer	1 Jun 2010	Other	1667165
Lionel Enrique Rubio	Chief operating officer	1 Mar 2014	Other	6312179
Lionel Enrique Rubio	Chief compliance officer	1 Jul 2014	Other	6312179
Rodolfo David Aguilera	Chief compliance officer	1 Jul 2017	75% - 100%	5317561

Based in Celebration

The principal office where Ironclad Investments LLC performs its advisory services is located at 1420 Celebration Boulevard, Celebration, FL 34747, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-982-1888. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at ironcladfunds.com.