# Ivy Invest

Ivy Invest is a Generic based in San Francisco, United States.

## Overview

- **Organization type:** Generic
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/ivy-invest

## Regulatory record

- **CRD number:** 328122
- **SEC file number:** 801-129430
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328122

## About

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.

## Sectors

- Special Situations

## 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.

## Related profiles

- [Accretive Wealth Management](https://altss.com/profile/accretive-wealth-management)
- [SPK Pension Tjänstepensionsförening](https://altss.com/profile/spk-pension-tj-nstepensionsf-rening)

---

Last updated: 2026-08-10T19:36:47.593Z

Canonical page: https://altss.com/profile/ivy-invest

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology