New York Ivy Capital Management LLC

New York Ivy Capital Management provides portfolio management and investment advice to individuals, high‑net‑worth clients, trusts, estates and corporations, and additionally serves an unusually broad set of institutional and nonprofit clients — including sovereign wealth funds, banking and thrift institutions, insurance companies, state or municipal entities, pension and profit‑sharing plans, charitable organizations, and other investment advisers. The firm acts as a fiduciary and offers both discretionary and non‑discretionary services with customized investment strategies and ongoing monitoring.

The firm’s investment process emphasizes fundamental research, using both bottom‑up and top‑down analysis to support asset allocation and portfolio construction across strategies such as treasury and investment‑grade bonds, global thematic equities, and global thematic multi‑asset allocations. Portfolios are monitored and rebalanced regularly with quarterly client communication; the adviser may use margin and leveraged ETFs for implementation but does not employ options or short selling.

Compared with peers of similar size, the firm is notable for offering performance‑based fees to qualified investors on a high‑water‑mark basis, a compensation structure the brochure notes can create incentives toward higher‑risk investments. The firm also highlights a valuation‑ and risk‑focused pedigree — including advanced quantitative training (M.S. in Computational Finance), a professional risk designation (FRM), and valuation experience at major accounting firms — which it presents as supporting its work across both complex institutional mandates and retail client accounts.