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IRON PATH CAPITAL, L.P.

CHARLOTTESVILLE, VA · CRD 316139 · IAPD ↗ · 434-257-3288

$698.5MRegulatory AUM
17Advisory reps
18Employees
0Clients
n/aPlanning clients
10Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — IRON PATH CAPITAL, L.P. crossed $500M in regulatory AUM ($447.1M -> $698.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
April 2025 — IRON PATH CAPITAL, L.P. reported RAUM up 25% ($357.2M -> $447.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2025 — IRON PATH CAPITAL, L.P. grew from 14 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
33
August 2024 — IRON PATH CAPITAL, L.P. moved its main office from NASHVILLE, TN to CHARLOTTESVILLE, VA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2024 — IRON PATH CAPITAL, L.P. reported RAUM up 36% ($262.6M -> $357.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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