Ironsides Partners LLC (Boston)

Name: Ironsides Partners LLC
Address: 100 Summer Street, Boston, MA, 02110
Telephone: 1-617-449-3129

Ironsides Partners LLC is a large advisory firm based in Boston. It manages $255.14 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.

Ironsides Partners 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.

Ironsides Partners: assets under management

The assets under management (AUM) of Ironsides Partners LLC is $255.14 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -23% since the beginning of its operation, and $117.44 million of the total AUM is attributable to clients outside of the United States.

The firm manages $255.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.45 million each.

Ironsides Partners has custody of $255.14 million in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ironsides Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. 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 Robert Christopher Knapp serves?

The only and largest group of clients of Robert Christopher Knapp is pooled investment vehicles with 7 clients and $255.14 million of assets under management. Among the 9 most similar advisory firms, Ironsides Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $255.14 million for 7 clients. 45% of the firm’s clients are foreign persons or businesses.

Ironsides Partners also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Ironsides Partners LLC

The company employs 6 people that are either part- or full-time employees. 50 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.

Robert Christopher Knapp has been acting as President since 1 Nov 2006. Rck Holdings Llc joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Christopher Knapp	President	1 Nov 2006	Other	4713494
David Scott Barnhart	Vice president / chief financial officer / treasurer	1 Mar 2008	Other	5318433
Gustavo Nmn Resendiz	Vice president / general counsel / chief compliance officer / secretary	1 Apr 2008	Other	6025914
Rck Holdings Llc	Managing member	1 Oct 2010	75% - 100%	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Christopher Knapp	Owner / managing member	1 Oct 2010	75% - 100%	4713494

Based in Boston

The principal office where Ironsides Partners LLC performs its advisory services is located at 100 Summer Street, Boston, MA 02110, 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 1-617-449-3129 or by fax 1-617-348-4146. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at ironsidespartners.com.