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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

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

Owners & executives

2 of 2
  • Scott Lem

    Partner and Chief Financial OfficerCRD 7884720

  • RICHA GULATI

    Chief Compliance Officer & PartnerCRD 5502357

Contacts

2 of 2
  • Joshua Bloomstein

    Vice President & General CounselCRD 7233527

  • Shelly Cleary

    Partner, PresidentCRD 7519067

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth