IRON FINANCIAL LLC
CRD #106682 SEC #801-46417 NORTHBROOK, IL 847-715-3200
SEC Registered Private Funds
Total AUM
$472.1M
Discretionary
$463.7M
Employees
11
Clients
1
Accounts
657
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $472.1M | $463.7M | $8.4M | 11 | 0 |
| Jun 2025 | $472.1M | $463.7M | $8.4M | 11 | 0 |
| May 2025 | $472.1M | $463.7M | $8.4M | 11 | 0 |
| Apr 2025 | $472.1M | $463.7M | $8.4M | 11 | 0 |
| Mar 2025 | $472.1M | $463.7M | $8.4M | 11 | 0 |
| Jul 2024 | $421.1M | $421.1M | $0 | 10 | 0 |
| Mar 2024 | $421.1M | $421.1M | $0 | 10 | 0 |
| Mar 2024 | $421.1M | $421.1M | $0 | 10 | 0 |
| Feb 2024 | $421.1M | $421.1M | $0 | 10 | 0 |
| Sep 2023 | $412.8M | $412.8M | $0 | 10 | 0 |
| Mar 2023 | $412.8M | $412.8M | $0 | 10 | 0 |
| Dec 2022 | $449.1M | $449.1M | $0 | 12 | 0 |
| Mar 2022 | $449.1M | $449.1M | $0 | 12 | 0 |
| Nov 2021 | $564.5M | $564.5M | $0 | 15 | 0 |
| Sep 2021 | $564.5M | $564.5M | $0 | 15 | 0 |
| Aug 2021 | $564.5M | $564.5M | $0 | 15 | 0 |
| Jul 2021 | $564.5M | $564.5M | $0 | 15 | 0 |
| Mar 2021 | $564.5M | $564.5M | $0 | 15 | 0 |
| Aug 2020 | $5.4B | $5.4B | $0 | 34 | 347 |
| Jun 2020 | $5.4B | $5.4B | $0 | 34 | 347 |
| Feb 2020 | $5.4B | $5.4B | $0 | 34 | 347 |
| Mar 2019 | $4.1B | $4.1B | $0 | 33 | 194 |
| Oct 2018 | $3.7B | $3.7B | $0 | 32 | 73 |
| Mar 2018 | $3.7B | $3.7B | $0 | 32 | 73 |
| Sep 2017 | $2.8B | $2.8B | $0 | 33 | 1,800 |
| Mar 2017 | $2.8B | $2.8B | $0 | 33 | 1,800 |
| Mar 2016 | $2.3B | $2.3B | $0 | 35 | 1,500 |
| Oct 2015 | $2.1B | $2.1B | $0 | 34 | 1,200 |
| May 2015 | $2.1B | $2.1B | $0 | 34 | 1,200 |
| Mar 2015 | $2.1B | $2.1B | $0 | 34 | 1,200 |
| Jan 2015 | $2.2B | $2.2B | $0 | 29 | 1,000 |
| Mar 2014 | $2.2B | $2.2B | $0 | 29 | 1,000 |
| Aug 2013 | $1.8B | $1.8B | $0 | 30 | 800 |
| Mar 2013 | $1.8B | $1.8B | $0 | 30 | 800 |
| May 2012 | $1.4B | $1.4B | $0 | 11 | 600 |
| Mar 2012 | $1.4B | $1.4B | $0 | 11 | 600 |
| Oct 2010 | $1.1B | $871M | $187M | -- | -- |
| Oct 2010 | $1.1B | $871M | $187M | -- | -- |
| Aug 2010 | $1.1B | $871M | $187M | -- | -- |
| Jun 2010 | $1.1B | $871M | $187M | -- | -- |
| Apr 2009 | $779M | $627M | $152M | -- | -- |
| Mar 2009 | $779M | $627M | $152M | -- | -- |
| Mar 2007 | $862.8M | $708.3M | $154.5M | -- | -- |
| Dec 2006 | $731M | $651M | $80M | -- | -- |
| Mar 2006 | $731M | $651M | $80M | -- | -- |
| Jan 2006 | $1.2B | $1.1B | $150M | -- | -- |
| Oct 2005 | $1.2B | $1.1B | $150M | -- | -- |
| Feb 2005 | $733M | $659M | $74M | 10 | -- |
| Jan 2005 | $733M | $659M | $74M | 10 | -- |
| Sep 2004 | $733M | $659M | $74M | 10 | -- |
| Sep 2004 | $733M | $659M | $74M | 10 | -- |
| Aug 2004 | $733M | $659M | $74M | 10 | -- |
| Aug 2004 | $733M | $659M | $74M | 10 | -- |
| Jun 2004 | $733M | $659M | $74M | 10 | -- |
| Jun 2004 | $733M | $659M | $74M | 10 | -- |
| Mar 2002 | $370M | $345M | $25M | 10 | -- |
DateOct 2025
Total AUM$472.1M
Discretionary$463.7M
Non-Disc.$8.4M
Employees11
Clients0
DateJun 2025
Total AUM$472.1M
Discretionary$463.7M
Non-Disc.$8.4M
Employees11
Clients0
DateMay 2025
Total AUM$472.1M
Discretionary$463.7M
Non-Disc.$8.4M
Employees11
Clients0
DateApr 2025
Total AUM$472.1M
Discretionary$463.7M
Non-Disc.$8.4M
Employees11
Clients0
DateMar 2025
Total AUM$472.1M
Discretionary$463.7M
Non-Disc.$8.4M
Employees11
Clients0
DateJul 2024
Total AUM$421.1M
Discretionary$421.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$421.1M
Discretionary$421.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$421.1M
Discretionary$421.1M
Non-Disc.$0
Employees10
Clients0
DateFeb 2024
Total AUM$421.1M
Discretionary$421.1M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$412.8M
Discretionary$412.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$412.8M
Discretionary$412.8M
Non-Disc.$0
Employees10
Clients0
DateDec 2022
Total AUM$449.1M
Discretionary$449.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$449.1M
Discretionary$449.1M
Non-Disc.$0
Employees12
Clients0
DateNov 2021
Total AUM$564.5M
Discretionary$564.5M
Non-Disc.$0
Employees15
Clients0
DateSep 2021
Total AUM$564.5M
Discretionary$564.5M
Non-Disc.$0
Employees15
Clients0
DateAug 2021
Total AUM$564.5M
Discretionary$564.5M
Non-Disc.$0
Employees15
Clients0
DateJul 2021
Total AUM$564.5M
Discretionary$564.5M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$564.5M
Discretionary$564.5M
Non-Disc.$0
Employees15
Clients0
DateAug 2020
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees34
Clients347
DateJun 2020
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees34
Clients347
DateFeb 2020
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees34
Clients347
DateMar 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees33
Clients194
DateOct 2018
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees32
Clients73
DateMar 2018
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees32
Clients73
DateSep 2017
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees33
Clients1,800
DateMar 2017
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees33
Clients1,800
DateMar 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees35
Clients1,500
DateOct 2015
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees34
Clients1,200
DateMay 2015
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees34
Clients1,200
DateMar 2015
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees34
Clients1,200
DateJan 2015
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees29
Clients1,000
DateMar 2014
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees29
Clients1,000
DateAug 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees30
Clients800
DateMar 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees30
Clients800
DateMay 2012
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients600
DateMar 2012
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients600
DateOct 2010
Total AUM$1.1B
Discretionary$871M
Non-Disc.$187M
Employees--
Clients--
DateOct 2010
Total AUM$1.1B
Discretionary$871M
Non-Disc.$187M
Employees--
Clients--
DateAug 2010
Total AUM$1.1B
Discretionary$871M
Non-Disc.$187M
Employees--
Clients--
DateJun 2010
Total AUM$1.1B
Discretionary$871M
Non-Disc.$187M
Employees--
Clients--
DateApr 2009
Total AUM$779M
Discretionary$627M
Non-Disc.$152M
Employees--
Clients--
DateMar 2009
Total AUM$779M
Discretionary$627M
Non-Disc.$152M
Employees--
Clients--
DateMar 2007
Total AUM$862.8M
Discretionary$708.3M
Non-Disc.$154.5M
Employees--
Clients--
DateDec 2006
Total AUM$731M
Discretionary$651M
Non-Disc.$80M
Employees--
Clients--
DateMar 2006
Total AUM$731M
Discretionary$651M
Non-Disc.$80M
Employees--
Clients--
DateJan 2006
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$150M
Employees--
Clients--
DateOct 2005
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$150M
Employees--
Clients--
DateFeb 2005
Total AUM$733M
Discretionary$659M
Non-Disc.$74M
Employees10
Clients--
DateJan 2005
Total AUM$733M
Discretionary$659M
Non-Disc.$74M
Employees10
Clients--
DateSep 2004
Total AUM$733M
Discretionary$659M
Non-Disc.$74M
Employees10
Clients--
DateSep 2004
Total AUM$733M
Discretionary$659M
Non-Disc.$74M
Employees10
Clients--
DateAug 2004
Total AUM$733M
Discretionary$659M
Non-Disc.$74M
Employees10
Clients--
DateAug 2004
Total AUM$733M
Discretionary$659M
Non-Disc.$74M
Employees10
Clients--
DateJun 2004
Total AUM$733M
Discretionary$659M
Non-Disc.$74M
Employees10
Clients--
DateJun 2004
Total AUM$733M
Discretionary$659M
Non-Disc.$74M
Employees10
Clients--
DateMar 2002
Total AUM$370M
Discretionary$345M
Non-Disc.$25M
Employees10
Clients--