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

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IVM Group

IVM Group is a multi family office; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for private-markets...

IVM Group

IVM GROUP, LLC is an SEC-registered investment adviser since 2022. It has been registered with the SEC since then.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

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.

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