Ivan Capital Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 114133
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ivan Capital Management, Inc. is a small, independent registered investment adviser organized as a corporation and owned by domestic entities/individuals. The firm provides discretionary portfolio management mainly for individual and family clients (and small businesses), charging fees as a percentage of assets under management. Its regulatory filings indicate it also operates as an other financial product salesperson. The firm does not identify as an active ESG investor and does not report multi‑state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities87%
- Cash & Cash Equivalents8%
- Other3%
- Investment Grade Corp Bonds2%
Contacts
1 of 1Mark Ivan
PresidentCRD 1190018
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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