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 an SEC-registered limited liability company formed in 2019 that operates as a hedge fund-style advisory business serving institutional clients. The firm is individually owned and charges a mix of asset-based and performance fees. Its advisory mandate centers on portfolio management for pooled investment vehicles and for institutional or business clients; it also serves as sponsor, general partner and managing member of pooled vehicles it manages. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser.