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James Charles Mendelson

Ironview Capital Management, LLC

Pittsburgh, PA

Conshohocken, PA

CRD 4974293

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Employer firm

Ironview Capital Management, LLC CRD 150250

$1.39B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • CORPORATE CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Ironview Capital Management, Llc

200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-12-02
  • PA RA
    APPROVED
    Since 2016-12-02

Branch Locations

Pittsburgh, PA • United States

200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waldron Private Wealth Pittsburgh PA 05/2005 11/2016
Ironview Capital Management Llc Canonsburg PA 11/2016 Present
Ironview Capital Management Blue Bell PA 11/2016 Present
Previous Registrations
Other Businesses

2. 07/12/07 - WWM PARTNERS I, LP/ 1150 OLD POND ROAD BRIDGEVILLE, PA 15017 /INVESTMENT RELATED/ INVESTING IN TWO PRIVATE REAL ESTATE FUNDS/PARTNER AND PASSIVE INVESTOR IN FUNDS/ SPENDS LESS THAN 5 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-09-07
S65 Uniform Investment Adviser Law Examination 2004-11-19
  • S63 Uniform Securities Agent State Law Examination
    2005-09-07
  • S65 Uniform Investment Adviser Law Examination
    2004-11-19

View on SEC IAPD

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