Conshohocken, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Ironview Capital Management, LLC
Team
Firm-wide stats for Ironview Capital Management, LLC
About
Ironview serves individuals (both non‑HNW and high‑net‑worth), pension and profit‑sharing/401(k) plans, trusts, estates, and business entities. The firm provides discretionary portfolio management, pension consulting (including IPS preparation, investment lineup selection, and participant education) and complimentary financial planning, and it offers access to alternative investments through the CAIS platform and private fund commitments.
The firm tailors asset allocations to client goals using a mix of fundamental, technical, and quantitative analysis and employs a range of strategies including long‑ and short‑term positions, option writing, and allocations to mutual funds, ETFs, and private funds. Ironview discloses that it may use derivatives (options) and borrowing in separately managed accounts (e.g., margin strategies and securities‑backed lines of credit) and monitors and rebalances portfolios on a continuous basis.
Ironview is the investment manager to an affiliated private fund, Ironview Private Equity Partners I LP, and solicits client participation in that pooled vehicle—arrangements the brochure identifies as creating potential conflicts and custodial considerations. The firm manages roughly $1.39 billion with an eight‑advisor team and operates seven offices, a combination of scale and active use of derivatives and leverage in SMAs that is less common among similarly sized team firms.
Based on Ironview Capital Management, LLC
Expertise
Based on Ironview Capital Management, LLC
Location
200 Barr Harbor Drive, Suite 400
Conshohocken PA 19428
Advisors at this office
3
Advisors at this office
Rahul K
Series 65
Conshohocken, PA
Ironview Capital Management, LLC
Rahul Kothari is a financial advisor at Ironview Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Ironview, formerly Bergin Roberts & Co. LLC, since 2015. Outside of his advisory role, he serves on the board of directors for Elysium Robotics LLC. Ironview Capital Management is an SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a variety of analytical approaches and investment strategies, including access to alternative investments and affiliated private equity funds.
Benjamin R
Conshohocken, PA
Ironview Capital Management, LLC
Benjamin Roberts is a financial advisor at Ironview Capital Management, LLC with 14 years of industry experience. He has been with Ironview since 2010. Ironview Capital Management is a SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm employs a variety of strategies including fundamental, technical, and quantitative analysis, and offers discretionary portfolio management, financial planning, and pension consulting services.
Stephen S
Series 63, Series 65
Conshohocken, PA
Ironview Capital Management, LLC
Stephen Stulb is a financial advisor with Ironview Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Ironview since 2014 and has owned Colony Lane Capital, LLC since 2020, where he is involved in the evaluation and sale of fixed insurance products. Ironview Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis with a range of investment strategies, including options and alternative investments, and manages approximately $1.39 billion with a team of eight advisors.
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