IVY INVEST CORPORATION

RIASEC RegisteredEst. 2024

Total AUM

$12.6M

Discretionary

$12.6M

100% of AUM

Avg account

$12.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 328122
Registered since: February 9, 2024
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

IVY Invest Corporation is a small, SEC-registered corporate adviser that provides portfolio management specifically for investment companies. The firm registered with the SEC in 2024 and operates under an owner-type classified as individual. Its declared client base is institutional and its compensation model is a percentage-of-AUM fee. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or a capital allocator. Given the narrow advisory activity noted — portfolio management for investment companies — IVY Invest appears structured to act as an investment manager or sub-adviser to one or a small number of institutional investment vehicles rather than a broad wealth manager serving many retail households.