Multi-Family OfficeRIA · CRD 300762SEC-RegisteredPrivate Fund Adviser

Updated:

IVM Group

IVM Group is a US multi-family office with undisclosed AUM and leadership, focusing on direct investments in public and private markets.

IVM Group

IVM Group LLC was established as a multi-family office serving a select group of high-net-worth families. The firm operates with a private structure that does not publicly disclose its principals, founding details, or wealth origin. Public records indicate the firm is based in the United States. The firm's investment strategy spans multiple asset classes including public equities, private equity, and real assets. It engages in direct co-investments alongside institutional managers and other family offices. IVM Group focuses on North American opportunities, with a preference for lower-middle-market enterprises. Team size and deployment figures are not publicly disclosed. The firm has no known additional offices or affiliated philanthropic vehicles. No recent operational events have been publicly reported. IVM Group's structural differentiator is its multi-family office model, which pools capital from multiple families to access larger investment opportunities. This structure allows for shared due diligence and deal-sourcing resources. The firm maintains a low public profile, consistent with many boutique family offices.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

United States

Frequently asked questions

What type of firm is IVM Group?

IVM Group operates as a multi-family office, managing capital for multiple families under a shared investment structure. This model provides access to larger transactions and pooled resources.

What is IVM Group's investment strategy?

The firm invests across public equities, private equity, and real assets. It emphasizes direct and co-investment opportunities, often alongside institutional partners.

Which geographies does IVM Group focus on?

IVM Group concentrates on North America, particularly the United States. The firm targets opportunities in the lower-middle-market segment.

Is IVM Group transparent about its leadership or AUM?

No, the firm does not publicly disclose its founders, leadership team, or assets under management. This is consistent with its private nature and small client base.

Does IVM Group participate in fund commitments or only direct deals?

IVM Group engages in both fund commitments and direct investments. The multi-family office structure allows flexibility to tailor exposures across pooled vehicles and proprietary deals.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category