IVY HILL ASSET MANAGEMENT, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 161608
- Registered since
- March 30, 2012
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.24%
- Insurance Companies0.76%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
IVY Hill Asset Management, L.P. is a limited partnership that has been SEC-registered since 2012 and focuses on institutional clients. The firm operates across multiple strategies and vehicle types—its classification in filings includes hedge fund, private equity fund, securitized asset fund and a multifaceted fund manager designation. IVY Hill serves as a portfolio manager for pooled investment vehicles and for businesses or institutions, and it also performs commodity pool operator/commodity trading advisor (CPO/CTA) activities. Compensation mixes asset-based management fees with performance-based fees. Filings identify the firm as an active ESG investor and indicate ownership by a domestic entity and individuals.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Other86%
- Cash & Cash Equivalents14%
Owners & executives
2 of 2Scott Lem
Partner and Chief Financial OfficerCRD 7884720
RICHA GULATI
Chief Compliance Officer & PartnerCRD 5502357
Contacts
2 of 2Joshua Bloomstein
Vice President & General CounselCRD 7233527
Shelly Cleary
Partner, PresidentCRD 7519067
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, 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
- NEW YORK
- Address
- 245 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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