IRONOAK ADVISORS LLC
CRD #146024 SEC #801-68740 RICHMOND, VA 804-782-7464
SEC Registered
Total AUM
$987.8M
Discretionary
$987.8M
Employees
--
Clients
--
Accounts
74
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARKUNAS, JEFFREY, EVAN | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| MARKUNAS, JEFFREY, EVAN | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| MARKUNAS, JEFFREY, EVAN | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| MARKUNAS, JEFFREY, EVAN | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| PARIKH, ASHI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARIKH, ASHI, SARVABHOUM | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARIKH, ASHI, SARVABHOUM | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARIKH, ASHI, SARVABHOUM | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ROSSON, JOSIE, CLEMONS | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROSSON, JOSIE, CLEMONS | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROSSON, JOSIE, CLEMONS | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROSSON, JOSIE, CLEMONS | I | CHIEF COMPLIANCE OFFICER | NA | |
| STEBBINS, JOHN, HOWARD | I | CHIEF FINANCIAL OFFICER | NA | |
| STEBBINS, JOHN, HOWARD | I | CHIEF FINANCIAL OFFICER | NA | |
| STEBBINS, JOHN, HOWARD | I | CHIEF FINANCIAL OFFICER | NA | |
| STEBBINS, JOHN, HOWARD | I | CHIEF FINANCIAL OFFICER | NA | |
| RIDGEWORTH CAPITAL MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| TRUSCO CAPITAL MANAGEMENT INC | DE | PARENT COMPANY | E | Control |
| TRUSCO CAPITAL MANAGEMENT INC | DE | MANAGING MEMBER | E | Control |
| TRUSCO CAPITAL MANAGEMENT INC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SUNTRUST BANKS, INC. | DE | RIDGEWORTH CAPITAL MANAGEMENT, INC. | E | Control |
| SUNTRUST BANKS, INC. | DE | TRUSCO CAPITAL MANAGEMENT, INC. | E | Control |
| SUNTRUST BANKS, INC. | DE | TRUSCO CAPITAL MANAGEMENT, INC. | E | Control |
| SUNTRUST BANKS, INC. | DE | TRUSCO CAPITAL MANAGEMENT, INC. | E | Control |
Registrations
Federal
IA
Mar 27, 2009 REGISTERED
Notice Filings (50)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV
Address
919 EAST MAIN STREET15TH FLOOR
RICHMOND, VA 23219
United States
Phone: 804-782-7464