Ivy Investments

Mutual Fund Mission, Kansas, United States ·Founded 1937

Overview

Ivy Investments is a prominent investment management firm that provides a comprehensive suite of actively managed investment strategies and advisory services. With a focus on helping investors achieve their long-term financial objectives, the firm offers a diverse range of investment options, including fixed income, equities, and alternative investments. Their expertise spans various asset classes, catering to a wide array of investor needs. The firm's investment approach is characterized by a commitment to delivering strong returns through innovative strategies and personalized advisory services. Ivy Investments emphasizes a client-centric approach, tailoring investment solutions to align with individual financial goals and risk profiles. Their team of experienced professionals employs rigorous research and analysis to inform investment decisions, ensuring that clients receive informed and effective guidance. With a robust track record in the financial services industry, Ivy Investments has established itself as a trusted partner for investors seeking to build and preserve wealth. The firm's dedication to excellence and client success underscores its reputation as a leading entity in the asset management sector.

Investment Focus

  • Accredited Investor Status

Portfolio Companies

Golub CapitalCarlyle GroupBlue Owl CapitalHamilton LaneRhumbLine Advisers

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Frequently asked questions about Ivy Investments

What sectors does Ivy Investments invest in?

Ivy Investments invests in Financial Services and Asset Management, and is based in Mission, Kansas, United States. Ivy Investments is listed as a mutual fund in the ConnectSafely investor database.

What stage does Ivy Investments invest at?

Ivy Investments backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.

Which regions does Ivy Investments invest in?

Ivy Investments invests across United States.

Who are the partners at Ivy Investments?

Team members listed for Ivy Investments include Peter McMorrow (Regional Vice President) and Anthony Carrubba (VP, Strategic Accounts).

What companies has Ivy Investments invested in?

Ivy Investments's portfolio includes Golub Capital, Carlyle Group, Blue Owl Capital, Hamilton Lane and RhumbLine Advisers.

How do I contact Ivy Investments?

Ivy Investments's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database