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Fund of FundsRIA · CRD 328122SEC-Registered

Updated:

Ivy Invest

Ivy Invest is an SEC-registered investment adviser in San Francisco, CA, registered since 2024. The firm manages $13 million in regulatory assets.

Overview

Ivy Invest is an SEC-registered investment adviser in San Francisco, CA, registered since 2024. The firm manages $13 million in regulatory assets. It has 4 employees and 1 investment adviser.

General information

Firm type

Generic

Location

Region

North America

Country

United States

City

San Francisco

Corporate office

San Francisco, United States

Sector focus

Special Situations

Frequently asked questions

Who runs investment decisions at Ivy Invest?

No named principals or investment committee members are recorded in available sources.

How does Ivy Invest source proprietary deal flow?

No sourcing channels or networks are documented.

Does Ivy Invest participate in fund commitments or only direct deals?

The firm is classified as a fund-of-funds manager, yet no commitment details or direct positions are listed.

What investment stages does Ivy Invest typically target?

No stage preferences are stated beyond the special situations label.

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