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OLD Ironsides Energy, LLC

SEC Registered

Long-Term Private Energy Investors

Waltham, MAhttps://oldironsidesenergy.com617-366-2030
Assets Under Management
$1B–$5B
Employees
13
Office Locations
1 office
Total Accounts
10

About the firm

Old Ironsides Energy's roots in oil and gas asset development and private equity have generated over a billion dollar investing platform that seeks to join oil and gas assets with established upstream and midstream management teams. Old Ironsides has helped build or establish more than 20 energy companies and asset-level joint ventures, with the goal of delivering results for investors.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Oil And GasPrivate EquityUpstreamMidstreamEnergy InvestingAsset DevelopmentJoint Ventures

Services

Providing capital, energy industry expertise, and strategic support to management teams; investing in oil and gas asset development and private equity; building and establishing energy companies and asset-level joint ventures.

Private funds / alternatives
Private Equity

Who they serve

Investors and established upstream and midstream management teams

Client segmentClientsAssets managed
Pension/Profit Sharing Plans10$1.2B

Leadership

Daniel Alan Rioux
MEMBER
Scott Edward Carson
MEMBER
Gregory Scott Morzano
MEMBER
Sean O'neill
MEMBER
Andrea C Carroll
CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
MA
WalthamHQ

Regulatory & compliance

CRD number
#168670
SEC Number
801-78440
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $10,000,000 (waivable)

Data as of April 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OLD Ironsides Energy, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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