Iron Capital adds Wealth Management capability

 In Iron Mountain, wealth managers, Wealth Planning

Iron Capital Holdings, a venture focused private equity services firm, has announced the launch of Iron Capital Wealth Management, a new division that will offer financial advisory services to high net worth individuals. [private]

The new Iron Capital Wealth Management service will work in tandem with the
Iron Capital Liquidity Desk, which helps individuals seeking liquidity from
shares and options in privately held companies, to chart a clear path toward
successful capital preservation and venture reinvestment strategies.

Also, Iron Capital has partnered with an institutional wealth services firm to
offer independent wealth advisors access for their clients to shares in
private companies, which are typically unavailable to this investor class. In
addition, clients registered with the wealth services firm can see deal flow
and access private shares from Iron Capital’s inventory.

“Our clients face a unique challenge – they require sophisticated investment
strategies but rarely have the time to be able to manage a complex set of
investment needs,” said Jason Blum, CEO of Iron Capital Holdings. “By
combining our venture and private offerings along with more traditional
investment strategies we are able to offer clients an end-to-end solution that
removes the heavy lifting.”

To augment venture and private equity investment offerings, Iron Capital also
offers traditional portfolio management including long term investment
allocation and tax and estate planning.[/private]

Headquartered in San Francisco, Iron Capital is pioneering an investment model
that will provide significantly enhanced access and liquidity to the
venture-backed private company and public markets. Iron Capital is a
comprehensive venture focused private equity services firm that provides the
traditional services of venture capital combined with the flexibility of
capital resources provided with a fully licensed investment bank. Iron Capital
Partners works with companies involved in IT infrastructure, software, SaaS,
mobile technologies, digital media, and clean technologies. Marrying Venture
Capital activities with its registered broker dealer, Iron Capital Securities,
LLC, allows the Iron Capital companies to offer a full spectrum of services to
growth companies.

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