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Adviser Profile

As of Date 09/27/2024
Adviser Type - Large advisory firm
Number of Employees 10
of those in investment advisory functions 7
Registration SEC, Approved, 07/24/2019
Other registrations (1)
Former registrations

NEO IVY CAPITAL MANAGEMENT, LLC

AUM* 989,358,460 429.25%
of that, discretionary 989,358,460 429.25%
Private Fund GAV* 51,520,240 -35.52%
Avg Account Size 197,871,692 217.55%
SMA’s No
Private Funds 3 2
Contact Info 646 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
187M 160M 134M 107M 80M 53M 27M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$51,520,240

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker369604301 Stock NameGENERAL ELECTRIC $ Position$8,211 % Position2.00% $ Change445.00% # Change516.00%
Stck Ticker478160104 Stock NameJOHNSON&JOHNSON $ Position$8,249 % Position2.00% $ Change3309.00% # Change3733.00%
Stck Ticker345370860 Stock NameFORD MOTOR CO $ Position$8,224 % Position2.00% $ Change156.00% # Change173.00%
Stck Ticker548661107 Stock NameLOWE'S COS INC $ Position$7,848 % Position2.00% $ Change658.00% # Change732.00%
Stck Ticker00724F101 Stock NameADOBE INC $ Position$8,205 % Position2.00% $ Change # Change
Stck Ticker67066G104 Stock NameNVIDIA CORP $ Position$8,147 % Position2.00% $ Change106.00% # Change87.00%
Stck Ticker20030N101 Stock NameCOMCAST CORP-A $ Position$8,219 % Position2.00% $ Change # Change
Stck Ticker49177J102 Stock NameKENVUE INC $ Position$8,229 % Position2.00% $ Change # Change
Stck Ticker654106103 Stock NameNIKE INC -CL B $ Position$8,205 % Position2.00% $ Change250.00% # Change309.00%
Stck Ticker521865204 Stock NameLEAR CORP $ Position$3,743 % Position1.00% $ Change98.00% # Change129.00%

Brochure Summary