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IVY INVEST CORPORATION
CRD 328122 · SEC 801-129430
2261 MARKET STREET, #5190, SAN FRANCISCO, CA, 94114, United States
Phone
8005357096
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.6M
Discretionary AUM
$12.6M
Team
4 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $12.6M |
States served
CA, NY
All web addresses on file
Official SEC filing: View on IAPD