Ivy Advisors manages investments for Ivy Capital, L.P., a private hedge fund. Ivy Advisors receives a special profit allocation and a management fee for its services. The firm focuses on long-biased strategies, aiming for steady returns by diversifying risk across geographies, sectors, and individual stock positions. Ivy Advisors does not sell commissioned products and is not affiliated with entities that do.
Assets Under Management$15M
Clients2
Advisors1
Avg. per Client$7.5M
Avg. per Advisor$15M
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% management fee, Ivy Advisors receives a Special Profit Allocation of 20% of the amount by which the Profits exceed the Unrecouped Losses.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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