AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $1.4 |
| Non-Discretionary | $0.0 |
| Total | $1.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.4 |
| Institutional | $0.0 |
| Total | $1.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| IPI PARTNERS, LLC | $9.6 | 284694 | |
| POR03 GP, LP | $0.0 | - | |
| IRON POINT REAL ESTATE GENPAR IV, L.P. | $0.0 | - | |
| IRON POINT REAL ESTATE GENPAR III, L.P. | $0.0 | - | |
| SAFELY STORE GP, LLC | $0.0 | - | |
| IPI PARTNERS NETHERLANDS, BV | $0.0 | - | |
| IRON POINT-ICONIQ GP III (CAYMAN AIV), L.P. | $0.0 | - | |
| IRON POINT-ICONIQ GP III (AIV), L.P. | $0.0 | - | |
| IP DC GENPAR III, L.P. | $0.0 | - | |
| IRON POINT-ICONIQ GP III, L.P. | $0.0 | - | |
| IRON POINT REAL ESTATE GENPAR II, L.P. | $0.0 | - | |
| IRON POINT-ICONIQ DC GP, L.P. | $0.0 | - | |
| IRON POINT REAL ESTATE GENPAR, L.P. | $0.0 | - | |
| IRON POINT-ICONIQ GP II, L.P. | $0.0 | - | |
| IP DC GENPAR, L.P. | $0.0 | - | |
| IRON POINT REAL ESTATE GENPAR V, L.P. | $0.0 | - | |
| IP DC GENPAR II, L.P. | $0.0 | - | |
| IRON POINT CO-INVESTMENT MANAGER I, L.P. | $0.0 | - | |
| IRON POINT-ICONIQ GP II (AIV), L.P. | $0.0 | - | |
| IRON POINT DC MANAGEMENT, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM JANES | WASHINGTON | DC | |||||||
| THOMAS LYNCH | WASHINGTON | DC | |||||||
| RYAN HAAS | WASHINGTON | DC | |||||||
| KEVIN YAM | WASHINGTON | DC | |||||||
| GENE MCQUOWN | WASHINGTON | DC | |||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $1.4 | $0.0 | 0% | 17 | 0 | 0% |
| 2025-04-21 | $1.4 | $0.0 | 0% | 17 | 0 | 0% |
| 2024-04-02 | $1.4 | $0.1 | 4% | 19 | -2 | -11% |
| 2023-04-04 | $1.6 | -$0.2 | -11% | 22 | -5 | -23% |
| 2022-04-01 | $2.1 | -$0.7 | -32% | 24 | -7 | -29% |
| 2021-04-05 | $2.1 | -$0.7 | -33% | 21 | -4 | -19% |
| 2020-04-01 | $2.4 | -$0.9 | -40% | 19 | -2 | -11% |
| 2019-04-01 | $2.5 | -$1.1 | -43% | 18 | -1 | -6% |
| 2018-04-02 | $2.2 | -$0.8 | -36% | 19 | -2 | -11% |
| 2017-04-01 | $2.1 | -$0.6 | -31% | 19 | -2 | -11% |
| 2016-04-01 | $2.3 | -$0.9 | -37% | 17 | 0 | 0% |
| 2015-04-01 | $2.2 | -$0.8 | -36% | 17 | 0 | 0% |
| 2014-04-01 | $1.4 | $0.0 | 0% | 16 | 1 | 6% |
| 2013-04-01 | $1.4 | $0.0 | 2% | 14 | 3 | 21% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| DC, DC-02/22/2012, TX-02/23/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV