Sign in Sign up for free

Iron Summit Capital, LP (Bellevue)


Iron Summit Capital, LP is a mid-sized advisory firm based in Bellevue. It manages $25 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2016.

Iron Summit Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Iron Summit Capital: assets under management

The assets under management (AUM) of Iron Summit Capital, LP is $25 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $625 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Iron Summit Capital, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bellevue

The principal office where Iron Summit Capital, LP performs its advisory services is located at 2018 156 Th Ave Ne, Suite 100, Bellevue, WA 98007, 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 626-644-0621. The normal business hours are 6am-4pm on Monday - Friday.


Registered investment advisers similar to Iron Summit Capital, LP