Ivy Advisors manages a private investment fund called Ivy Capital, L.P. The firm provides investment management services focused on publicly traded securities, utilizing long-biased strategies to achieve steady returns while managing risk across different geographies, sectors, and individual stock positions. Ivy Advisors operates as the general partner and investment manager for the fund.
Assets Under Management$16M
Clients2
Advisors1
Avg. per Client$8M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$0
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
In addition to the 2% annual management fee, Ivy Advisors charges a performance-based fee of 20% of capital gains subject to a high-water mark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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