RIA Intel›Advisers›New Jersey›NEW YORK IVY CAPITAL MANAGEMENT LLC

NEW YORK IVY CAPITAL MANAGEMENT LLC

Advisory

PRINCETON, NJ

Data as of Mar 5, 2025 · Source: SEC Form ADV

Average account
$414K
across 28 accounts
AUM per adviser
$12M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2025.

Total AUM
$12M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients27
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

FIRST ADVISORS FINANCIAL GROUP, LLC
PARSIPPANY, NJ
$12M
+70.5% 1Y
MERCER FINANCIAL GROUP, INC.
$12M
SEA CHANGE FINANCIAL PLANNING LLC
$12M
CLAVIS CAPITAL MANAGEMENT, LLC
ENGLEWOOD CLIFFS, NJ
$12M
GRO CAPITAL, LLC
LAMBERTVILLE, NJ
$12M
STONEBRIDGE CAPITAL MANAGEMENT VII, LLC
WEST CALDWELL, NJ
$12M
+12.3% 1Y

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