IVP Capital, LLC
Firm details
- Headquarters
- Water Mill, New York
- CRD number
- 104197
- Registered since
- October 5, 2000
Firm profile
FINTRXOverview
IVP Capital, LLC is an individual-owned limited liability company that has been SEC-registered since 2000. Public filings characterize the firm as unclassified and provide very limited detail about its advisory activities or client focus. The dataset indicates the adviser is not designated as a capital allocator, is not a multi-state adviser, and is not an active ESG investor. It also is not identified as a pension consultant, related adviser, or a newly formed adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7Carol Gerzon
Marketing ManagerCRD 1415348
Oliver Eberstadt
PrincipalCRD 1808170
Jason Miller
Senior Vice PresidentCRD 2430680
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Water Mill, NY
Suffolk
Location
Water Mill, NY
Headquartered in Water Mill, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 337 Noyac Path
- Time zone
- ET (UTC-5)
- Office locations
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