SourcingSourcing

IRONHORSE CAPITAL LLC

C43
CRD 148572·SEC 801-78730·NASHVILLE, TN
AUM
$120.5M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$362K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IRONHORSE CAPITAL LLC
CRD
148572
SEC file #
801-78730
EIN
000000000
DBA names
—

Economics

AUM
$120.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$85.6M → $120.5M▲ +41%
Client mix
Investment Companies1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
NASHVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
01/30/2026
ADV-W filed at
—
Website
goironhorse.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
IRONHORSE HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
IRONHORSE HOLDINGS LLC
CUNNINGHAM, CHARLES, ALBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GOIRONHORSE.COM
Rdap Domain Creation Date
2009-09-25T23:05:11Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001506424
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2010-12-01
Edgar Last Filing Date
2010-12-01
Edgar Form D Count
1
Edgar Form D Offerings
2010-12-012010-12-01 · 0001506424-10-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
14170 SOUTH CICERO AVENUESUITE 202CRESTWOOD, IL 60445
Business
14170 SOUTH CICERO AVENUESUITE 202CRESTWOOD, IL 60445
Edgar EIN
000000000
Edgar Recent Filings
D2010-12-01 · 0001506424-10-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-25T23:05:11Z
Rdap Domain Last Changed
2025-09-11T00:06:07Z
Rdap Nameservers
Ns-cloud-e1.googledomains.comNs-cloud-e2.googledomains.comNs-cloud-e3.googledomains.comNs-cloud-e4.googledomains.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
No

People (2)

2
CUNNINGHAM, CHARLES, ALBERT
IAR · Executive Officer · 2.5%
3102063
TIGRETT, HARRISON, KERR
IAR · Executive Officer · 2.5%
4335254