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IRON Financial
IRON Financial is an SEC-registered investment adviser in NORTHBROOK, IL, registered since 1994. The firm manages approximately $489 million in assets.
IRON Financial
IRON Financial is an SEC-registered investment adviser in NORTHBROOK, IL, registered since 1994. The firm manages approximately $489 million in assets. It has 10 employees and 9 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1994
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Northbrook
Corporate office
Northbrook, IL, United States
Principals
Richard W. Cottle
Chairman
Aaron Izenstark
Chief Investment Officer
Sector focus
Frequently asked questions
Who oversees investment decisions at IRON Financial?
Aaron Izenstark serves as Chief Investment Officer, directing portfolio construction and manager selection across public and private market allocations. Chairman Richard W. Cottle provides executive oversight. The firm has not publicly named additional investment committee members.
How does IRON Financial source private equity and real estate deals?
IRON Financial does not originate direct private equity or real estate deals. The firm accesses private market exposures through fund commitments to external general partners, allocating client capital as a limited partner rather than as a direct co-investor.
What is IRON Financial's relationship to the commodities industry?
The firm traces its roots to an accounting and tax-planning practice that served commodity traders in the Chicago area. That client base provided the foundation from which IRON Financial expanded into broader wealth management and registered investment advisory services.
Does IRON Financial manage institutional separate accounts or only individual portfolios?
IRON Financial serves both high-net-worth individuals and institutional clients. The firm structures separate accounts for individuals while also providing advisory services to institutional mandates, though specific institutional client names are not publicly disclosed.
What investment vehicles does IRON Financial offer?
The firm constructs portfolios using individual securities, third-party mutual funds and ETFs, and limited partnership interests in private equity and real estate funds. It does not sponsor proprietary mutual funds or exchange-traded products.
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