Iron Peak Capital Management LLC (Jupiter)

Name: Iron Peak Capital Management LLC
Address: 4187 Main Street, Jupiter, FL, 33458
Telephone: 203-221-5375

Iron Peak Capital Management LLC is a large advisory firm based in Jupiter. It manages $695.6 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Connecticut and Florida.

Iron Peak Capital Management 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 Peak Capital Management: assets under management

The assets under management (AUM) of Iron Peak Capital Management LLC is $695.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1296% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $695.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $347.8 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Iron Peak Capital Management LLC 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.

Careers at Iron Peak Capital Management LLC

Ivan Jon Ross has been acting as President since 1 Apr 2008. Keith Robert Albert joined the executive team most recently as the Chief Technology Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ivan Jon Ross	President	1 Apr 2008	75% - 100%	1837899
Ronald Ernest Buesinger	Executive vice president	1 May 2008	Other	1692850
Gerald Leland Roberts	Chief financial officer/chief compliance officer	1 May 2008	Other	2141620
John Erikson Norrgard	Senior vice president	1 May 2008	Other	1057963
Keith Robert Albert	Chief technology officer	1 Jan 2009	Other	2795373

Based in Jupiter

The principal office where Iron Peak Capital Management LLC performs its advisory services is located at 4187 Main Street, Jupiter, FL 33458, which is also the mailing address of the firm. An additional office of the firm is in Wilton, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-221-5375 or by fax 203-221-5379. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.ironpeakcapital.com.