Iron Summit Capital, LP is a mid-sized advisory firm based in Bellevue. It manages $25 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2016.
Iron Summit Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Iron Summit Capital, LP is $25 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Iron Summit Capital, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Iron Summit Capital, LP performs its advisory services is located at 2018 156 Th Ave Ne, Suite 100, Bellevue, WA 98007, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 626-644-0621. The normal business hours are 6am-4pm on Monday - Friday.