IVY Hill Asset Management, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$13B
Discretionary
$13B
100% of AUM
Avg account
$682M
Accounts
19
Employees
16
Advisory reps
4

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

FINTRX

Overview

IVY Hill Asset Management, L.P. is a limited partnership that manages pooled investment vehicles and provides portfolio management for institutions and businesses. Registered with the SEC in 2012, the firm operates across multiple product types — including hedge funds, private equity, and securitized-asset strategies — and is classified as a multifaceted fund manager that also serves as a sponsor/GP and commodity pool operator/CTA. Its client base is primarily institutional, and its fees combine a percentage-of-AUM component with performance-based fees. The firm identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 86%, Cash & Cash Equivalents 14%86%
  • Other86%
  • Cash & Cash Equivalents14%

Owners & executives

2 of 2
  • Richa Gulati

    Richa Gulati

    Chief Compliance Officer & PartnerCRD 5502357

  • Scott Lem

    Partner and Chief Financial OfficerCRD 7884720

Contacts

2 of 2
  • Joshua Bloomstein

    Joshua Bloomstein

    Vice President & General CounselCRD 7233527

  • Shelly Cleary

    Shelly Cleary

    Partner, PresidentCRD 7519067

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth