RIA · CRD 172730SEC-Registered

Updated:

THE IVY LEAGUE ADVISORY GROUP, LLC

THE IVY LEAGUE ADVISORY GROUP, LLC is an SEC-registered investment adviser in SAN TAN VALLEY, AZ. It manages approximately $35 million in regulatory assets.

THE IVY LEAGUE ADVISORY GROUP, LLC

THE IVY LEAGUE ADVISORY GROUP, LLC is an SEC-registered investment adviser in SAN TAN VALLEY, AZ. It manages approximately $35 million in regulatory assets. The firm has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Corporate office

United States

Frequently asked questions

Who runs investment decisions at The Ivy League Advisory Group, LLC?

No named principals, CEO, or CIO are publicly identified for the firm. Its SEC registration does not list a specific individual as the primary investment decision-maker, and no public profiles or regulatory disclosures name a managing principal or advisory team.

How does The Ivy League Advisory Group, LLC source proprietary deal flow?

The firm's deal sourcing process is not publicly described. As an RIA focused on high-net-worth clients, it likely relies on traditional investment vehicles and external asset managers rather than proprietary deal flow. No direct investments or co-investments are recorded in public sources.

Is The Ivy League Advisory Group, LLC structured as a single family office or does it operate more like an investment firm?

The firm is registered as a state-level RIA, which indicates a regulatory structure similar to an independent advisory firm rather than a family office. It does not appear to be a single-family office serving a specific wealthy family, but rather a fee-based advisory practice for multiple clients.

Does The Ivy League Advisory Group, LLC participate in fund commitments or only direct deals?

There is no public record of The Ivy League Advisory Group making fund commitments or direct investments. Its regulatory filings describe it as an investment advisor, suggesting it primarily manages client portfolios through traditional securities rather than private fund or direct deal participation.

What investment stages does The Ivy League Advisory Group, LLC typically target?

No information is publicly available about the firm's target investment stages (e.g., venture, growth, buyout, or public markets). Its advisory focus likely includes a mix of asset classes for client portfolios, but specific stage preferences are not disclosed.

Which sectors does The Ivy League Advisory Group, LLC explicitly avoid?

The firm does not publicly disclose any sector avoidance policies. Without a known investment strategy or portfolio disclosures, it is unclear whether the firm maintains any explicit exclusions or negative screens. Public records offer no guidance on sector preferences.

Where does the underlying wealth come from?

The underlying wealth of clients served by The Ivy League Advisory Group is not publicly identified. The firm's RIA registration does not specify the source of client assets, and no family name or business origin is associated with the firm in public filings.

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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