# OLD IRONSIDES ENERGY, LLC

OLD IRONSIDES ENERGY, LLC of WALTHAM, MA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 168670
- Type: SEC-registered investment adviser
- SEC file number: 801-78440
- Location: 500 TOTTEN POND ROAD, SUITE 630, WALTHAM, MA, 02451
- Phone: 617-366-2030
- Latest filing: 2026-04-14
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 13
- Accounts: 10

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| [Daniel Alan Rioux](https://search.stillhousedata.com/person/693370) | MEMBER AND MANAGING PARTNER | — |
| [Sean Patrick O'Neill](https://search.stillhousedata.com/person/693371) | MEMBER AND MANAGING PARTNER | — |
| [Andrea C (Carroll) Haney](https://search.stillhousedata.com/person/693372) | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| [Kevin Jude Donahue](https://search.stillhousedata.com/person/693373) | CHIEF FINANCIAL OFFICER | — |
| [RIOUX DANIEL ALAN](https://search.stillhousedata.com/person/823996) | MEMBER; MEMBER AND MANAGING PARTNER | — |
| [CARSON SCOTT EDWARD](https://search.stillhousedata.com/person/823997) | MEMBER; MEMBER AND MANAGING PARTNER | — |
| [MORZANO GREGORY SCOTT](https://search.stillhousedata.com/person/823998) | MEMBER; MEMBER AND MANAGING PARTNER | — |
| [O'NEILL SEAN](https://search.stillhousedata.com/person/823999) | MEMBER; MEMBER AND MANAGING PARTNER | — |
| [CARROLL ANDREA C](https://search.stillhousedata.com/person/824000) | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| [DELMORE DAVID BRIAN](https://search.stillhousedata.com/person/828421) | CHIEF FINANCIAL OFFICER | — |
| [O'NEILL SHANE PATRICK](https://search.stillhousedata.com/person/864365) | MEMBER AND MANAGING PARTNER | — |
| [Donahue Kevin Jude](https://search.stillhousedata.com/person/865870) | CHIEF FINANCIAL OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2020-04-17 | regulatory | THE SECURITIES AND EXCHANGE COMMISSION ("SEC") ALLEGED THAT OLD IRONSIDES ENERGY, LLC ("OLD IRONSIDES") DISTRIBUTED MARKETING MATERIALS FOR A PRIVATE FUND, OLD IRONSIDES ENERGY FUND II ("FUND II"), THAT OMITTED CERTAIN INFORMATION REGARDING THE CHARACTER OF A LEGACY OIL AND NATURAL GAS INVESTMENT TH… | Final | $1.0M |


## Private funds (8)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| OLD IRONSIDES ENERGY FUND III-A, LP | Private Equity Fund | Delaware | 36 | $356.9M | $10.0M |
| OLD IRONSIDES BRAZOS III-A, LP | Private Equity Fund | Delaware | 18 | $355.4M | — |
| OLD IRONSIDES ENERGY FUND II-A, LP | Private Equity Fund | Delaware | 53 | $214.2M | $10.0M |
| OIE STREAM FUND I, LP | Private Equity Fund | Delaware | 12 | $107.5M | $3.0M |
| OLD IRONSIDES ENERGY FUND III-B, LP | Private Equity Fund | Delaware | 10 | $89.1M | $10.0M |
| OLD IRONSIDES ENERGY FUND II-B, LP | Private Equity Fund | Delaware | 13 | $42.5M | $10.0M |
| OLD IRONSIDES PINE WAVE III, LP | Private Equity Fund | Delaware | 7 | $28.5M | — |
| OIE STREAM CO-INVEST FUND I, LP | Private Equity Fund | Delaware | 2 | $20.8M | $3.0M |


## Fund service providers (2)

- custodian: OLD IRONSIDES ENERGY FUND II-D, LP
- custodian: OLD IRONSIDES ENERGY FUND III-D, LP

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168670/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168670/similar
- Related entities: https://search.stillhousedata.com/firm/168670/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168670

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.