IVY EQUITIES II, LLC
Total AUM
$2.2M
Employees
5Clients
1Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
35 FIELD POINT ROAD
GREENWICH
CT 06830
United States
GREENWICH
CT 06830
United States
Operating Hours
9-5PM
Monday - Friday
Monday - Friday
Phone
203-987-3392
Financials
Total AUM
$2.2M
Accounts
1Discretionary
$2.2M
Accounts
1Non-Discretionary
$0
Accounts
0
Clients
Pooled Vehicle Clients
1AUM
$2.2M
Services
Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
DISCRETIONARY REAL ESTATE INVESTMENTS
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CTNJ
Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.