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IVY INVESTMENTS
OVERLAND PARK, KS
913-236-2000
SEC #801-61515Total AUM
$1.6B
Employees
64Clients
17Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6301 GLENWOOD STREET
OVERLAND PARK
KS 66202
United States
OVERLAND PARK
KS 66202
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Monday - Friday
Phone
913-236-2000
Financials
Total AUM
$1.6B
Accounts
35Discretionary
$1.6B
Accounts
35Non-Discretionary
$0
Accounts
0
Clients
Pooled Vehicle Clients
7AUM
$415.4M
Pension/Profit Sharing Plan Clients
1AUM
$376.3M
Charitable Organization Clients
1AUM
$67.1M
Government Entity Clients
1AUM
$187M
Insurance Company Clients
6AUM
$480.9M
Corporation or Business Clients
1AUM
$33.1M
Services
Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
KSLATX
Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.