Ivy Evergreen is a registered investment advisor that manages money for pooled investment vehicles (called "Funds"). Ivy focuses on direct lending solutions for operating businesses. The firm tailors its advice to the needs of these Funds, not the individual investors within them. Ivy may also offer co-investment opportunities.
Assets Under Management$170M
Clients4
AdvisorsN/A
Avg. per Client$41M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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No advisors found for this firm.