Ironsides Partners LLC

Ironsides Partners LLC, established in January 2007, is an investment adviser based in Cambridge, MA. The firm manages a separately managed account, Ironsides Strategic Income Trust, with $28,600,480 in regulatory assets under management as of December 31, 2023. Ironsides may also manage private pooled investment vehicles in the future. The firm's investment strategy focuses on seeking current income and capital appreciation with less volatility, primarily investing in equity, debt, closed-end funds, business development companies, and other income-generating vehicles. Ironsides may use leverage and derivatives to enhance returns but acknowledges the associated risks. Clients must be accredited investors and qualified purchasers. Fees for the separately managed account are negotiated between Ironsides and the client. The firm does not charge performance-based fees and does not engage in principal transactions. Ironsides exercises discretionary authority over client assets, maintains custody with Jefferies LLC, and has adopted proxy voting policies to act in clients' best interests. Ironsides does not compensate for client referrals and has no disciplinary events to report. Clients receive audited financial reports annually and unaudited updates regularly. Ironsides' Code of Ethics and Employee Investment Policy ensure ethical standards and fair treatment of clients. For further details, clients can contact David Barnhart, the Chief Compliance Officer.