New York Ivy Capital Management LLC

Overview

New York Ivy Capital Management LLC is an independent, New Jersey‑registered investment adviser organized as an LLC and owned by an individual. The firm focuses on discretionary portfolio management for individuals, families and small-business clients. Its client base is predominantly private individuals and families rather than institutional mandates. Compensation is a combination of a percentage of assets under management and performance‑based fees. The firm does not identify as an ESG investor and is not structured as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices