Ironvine Capital Partners, LLC (Omaha)

Ironvine Capital Partners, LLC is a large advisory firm based in Omaha. It manages $497.61 million of regulatory assets for 147 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Nebraska and Washington.

Ironvine Capital Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ironvine Capital Partners: assets under management

The assets under management (AUM) of Ironvine Capital Partners, LLC is $497.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $497.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.39 million each.

Investments

The firm invests in exchange traded securities the most. They account for 94% of the total AUM. The second-largest asset type is investment and business development companies, which make up 5% of the firm’s portfolio. Investments in state and local bonds form 1% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ironvine Capital Partners, 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 Ironvine Capital Partners serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Ironvine Capital Partners is high net worth individuals with 52 clients and $195.35 million of assets under management. Among the 6 most similar advisory firms, Ironvine Capital Partners has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $497.14 million for 86 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Ironvine Capital Partners doesn't advise any private funds.

Careers at Ironvine Capital Partners, LLC

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 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
Matthew Wayne Barnes	Member	1 Aug 2013	25% - 50%	5746381
Ryan Paul Mendlik	Member, chief compliance officer	1 Jan 2014	25% - 50%	4972617
Richard Lee Jarvis	Member	1 Jan 2017	25% - 50%	1576967

Based in Omaha

The principal office where Ironvine Capital Partners, LLC performs its advisory services is located at 9290 W. Dodge Rd; Ste 203, Omaha, NE 68114, which is also the mailing address of the firm. An additional office of the firm is in Kirkland, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402.715.5224. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.