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OLD IRONSIDES ENERGY, LLC

WALTHAM, MA · CRD 168670 · IAPD ↗ · oldironsidesenergy.com · 617-366-2030

$1.21BRegulatory AUM
6Advisory reps
13Employees
0Clients
n/aPlanning clients
8Private funds
1States
4Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
May 2024 — OLD IRONSIDES ENERGY, LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2024 — OLD IRONSIDES ENERGY, LLC reported RAUM down 28% ($1.97B -> $1.42B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2024 — OLD IRONSIDES ENERGY, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.