IRONWOOD INVESTMENT Overview
Ironwood Investment Management Llc is an investment advisor that manages 582.7 MM dollars in regulatory AUM and has 15 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 150MM in positions, representing 26% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 150MM in positions, representing 26% of the manager's regulatory AUM.
IRONWOOD INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
IRONWOOD INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 3.32% | ETF | 14.64% | 0.02% | 0 | 16% | ||
| PRFT | 3.27% | Tech | -5.25% | -0.8% | 0 | 0% | ||
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FEATURED IN
IRONWOOD INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Warren J. Isabelle | Managing Member | August-1997 |
| Donald Collins | Managing Member | April-2008 |
| Shantelle Reidy | Chief Compliance Officer | June-2014 |
IRONWOOD INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
IRONWOOD INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ........................................................ 2
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IRONWOOD INVESTMENT Portfolio Concentration
IRONWOOD INVESTMENT Location
200 STATE STREET
4TH FL
BOSTON, Massachusetts
UNITED STATES, 02109
4TH FL
BOSTON, Massachusetts
UNITED STATES, 02109
IRONWOOD INVESTMENT Contact Information
Phone Number: 617-757-7600
Fax Number: 617-757-7605
Website: http://www.ironwoodinvestmentmanagement.com
Fax Number: 617-757-7605
Website: http://www.ironwoodinvestmentmanagement.com
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