Neo Ivy Capital Management provides investment management services to privately offered pooled investment vehicles. Neo Ivy uses systematic trading strategies and quantitative techniques to invest in publicly traded securities. Neo Ivy does not tailor advisory services to the needs of specific investors.
Assets Under Management$1B
Clients3
AdvisorsN/A
Avg. per Client$340M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Neo Ivy charges an investment management fee ranging from 1.5% to 2.00% per year, depending on the investor's share class. This fee is calculated and paid monthly in advance. Neo Ivy may also receive a performance-based fee ranging from 15% to 20% of capital gains or appreciation, subject to a loss carry-forward provision, depending on the share class. Performance-based compensation is generally taken at the end of each calendar year.
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