Adviser Profile
| As of Date | 12/16/2023 |
| Registration status | Registration Changed to IVY INVEST CORPORATION |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 866 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days
Client Types
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
2023
Private Funds
No private funds