A complete list of active advisors currently associated with Ivy Advisors, LLC

Warmer can help you find a great advisor at Ivy Advisors, LLC or one who fits your needs even better.

Ivy Advisors is an independent, single-advisor firm that operates exclusively as the general partner and investment manager of a private investment partnership. It provides discretionary asset management and administers investor reporting for the fund, including monthly NAV calculations, quarterly statements and annual audited financials. The fund follows a long‑biased, relative‑value approach that focuses on highly liquid, publicly traded securities and seeks diversification across geographies, sectors and individual positions; the firm uses fundamental, technical, charting and cyclical analysis in security selection. Trading is active and can include short sales and the use of derivatives in managed accounts, with daily account reviews as part of the firm’s risk management processes. Compared with many independent advisers that serve individual retail clients, Ivy Advisors is structured and operated like a small hedge fund manager, including a performance‑based compensation arrangement with high‑water‑mark provisions and a prime‑broker relationship (the firm discloses Merrill Lynch as prime broker). The firm also maintains institutional‑style controls—written policies on proxy voting and a code of ethics, third‑party administration of NAVs, and documented trade execution reviews—despite its small size and limited client base.

To learn more about the advisors currently working at Ivy Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.