IVY Invest Corporation

Overview

IVY Invest Corporation is a corporate-structured, SEC-registered institutional RIA that reports serving institutional clients and focuses on managing investment company portfolios. The firm registered with the SEC in 2024 and is owned by an individual. Its business model charges clients a percentage-of-assets fee and it does not market itself as an ESG-focused manager. IVY Invest does not describe itself as a capital allocator or a pension consultant and is not listed as a related adviser to another firm. The firm's stated advisory activity centers on portfolio management for investment companies, which suggests its primary work is managing pooled vehicles (registered investment companies or similar structures) rather than providing bespoke individual wealth management or third-party manager selection.

Assets & Accounts

Investments & Alternatives