IRON TRIANGLE PARTNERS LP

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

8 -20.00%

of those in investment advisory functions:

4 -33.33%

Registration:

SEC, Approved, 5/31/2019

AUM:

1,128,405,652 -1.11%

of that, discretionary:

1,128,405,652 -1.11%

GAV:

790,130,576 -19.76%

Avg Account Size:

161,200,807 -29.36%

SMA’s:

NO

Private Funds:

2

Contact Info

646 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1B 1B 859M 687M 516M 344M 172M
2019 2020 2021 2022 2023

Recent News

Iron Triangle Partners LP 13F Portfolio - HedgeFollow
05/23/2023

Heatmaps of the top 13f holdings and a list of the largest trades made by Iron Triangle Partners LP, the hedge fund managed by Iron Triangle ...

hedgefollow.com

Top 5 1st Quarter Trades of Iron Triangle Partners LP
05/16/2022

Related Stocks: DVA, NVST, ILMN, ICLR, DXCM,

gurufocus.com

Rural leaders worry about economic impact of shuttering prisons
04/06/2021

A plan to shutter up to four state prisons is alarming officials in Florida’s rural regions where correctional institutions have played an outsized role in providing jobs and supporting businesses for decades.

bizjournals.com

Rural Leaders Worry About ‘Devastating’ Prison Closures
04/06/2021

And because inmates are included in counties’ census counts, the loss of prisoners could result in a significant decrease in state and federal revenue-sharing funds, which Meeks said would deal ...

miami.cbslocal.com

Plan to Raze 4 Prisons and Eliminate 6,000 Beds Alarms Communities Attached to Jobs
04/05/2021

A plan to shutter up to four state prisons is alarming officials in Florida’s rural regions where correctional institutions have played an outsized role in providing jobs and supporting businesses for decades.

flaglerlive.com

Rural North Florida counties worry about ‘devastating’ prison closures
04/05/2021

A plan to shutter up to four state prisons is alarming officials in Florida’s rural regions where correctional institutions have played an outsized role in providing jobs and supporting businesses for decades.

news4jax.com


Private Funds Structure

Fund Type Count GAV
Hedge Fund 2 $790,130,576

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Private Funds



Employees




Brochure Summary

Overview

Iron Triangle is a Delaware limited partnership formed on February 11, 2019. The general partner of Iron Triangle is Iron Triangle Partners GP LLC, a Delaware limited liability company. Kevin Molloy, as the managing member and principal owner of Iron Triangle Partners GP LLC, controls Iron Triangle. The investment activities of Iron Triangle are led by Kevin Molloy together with other investment professionals who assist in executing the investment strategy. Iron Triangle provides discretionary investment advice to the following private investment funds: (i) Iron Triangle Fund LP (the “Onshore Fund”), a Delaware limited partnership (ii) Iron Triangle Master Fund LP (the “Master Fund”), a Cayman Islands exempted limited partnership (iii) Iron Triangle Offshore Fund Ltd. (the “Offshore Fund”), a Cayman Islands exempted company (collectively, the Onshore Fund, Master Fund and Offshore Fund are referred to as the “Funds”) (iv) Iron Triangle CAV Master, LP (the “CAV Master Fund”), a Cayman Islands exempted limited partnership (v) NR 1 SP, a segregated portfolio of North Rock SPC The Onshore Fund and the Offshore Fund conduct all investing and trading
activities through, and invest all investable assets in, the Master Fund. In providing services to the Funds, Iron Triangle, among other things: (i) manages the Funds’ assets in accordance with the terms of the applicable governing documents; (ii) formulates investment objectives; (iii) directs and manages the investment and reinvestment of the Funds’ assets; and (iv) provides periodic reports to investors. Iron Triangle provides investment advice directly to the Funds and not individually to the Fund’s investors. Investment restrictions for the Funds, if any, are generally established in the applicable Fund’s governing document. The Master Fund’s principal investment objective is to generate investment returns while seeking to minimize market risk. The Master Fund generally seeks to accomplish its objective through publicly-trade equity investments in the healthcare industry, using a low net exposure strategy. The CAV Master Fund and NR 1 SP have the same investment objective as the Master Fund and will be operated on a pari passu basis. As of December 31, 2022, Iron Triangle managed approximately $1.1 billion on a discretionary basis.