New York Ivy Capital Management LLC

Overview

New York Ivy Capital Management LLC is a small, independently owned registered investment adviser that focuses on portfolio management for individual and family clients, and small businesses. The firm is structured as a limited liability company and is run by an individual owner rather than an institutional parent. Fee arrangements include a traditional percentage-of-assets model alongside performance-based fees. The adviser does not describe itself as an ESG investor and its regulatory footprint in multiple states is limited.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices