NEO Ivy Capital Management, LLC

RIASEC RegisteredEst. 2019

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$249M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 284999
Registered since: July 24, 2019
Website: www.neoivycapital.com
Custodians: J.P. MORGAN SECURITIES INC., UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other96.32%
Pooled Investment Vehicles3.68%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

NEO Ivy Capital Management, LLC is a hedge-fund–classified, SEC-registered investment adviser organized as an LLC and founded in 2019. The firm serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Its compensation model combines a percentage-of-assets fee with performance-based fees. The firm is not registered as a multi-state adviser, is not positioned as a capital allocator, and does not identify as an active ESG investor. NEO Ivy also functions in sponsor/GP/managing-member roles for pooled vehicles it operates.