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| Ivy Investment Management Company
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|---|---|
| CRD # | 123381 |
| SEC # | 801-61515 |
| CIK # | 0001501721, 0001190088 |
| AUM | $1.6 BB (2022-06-29) |
| Employees | 64 (50% Investors, 5% Brokers) |
| Phone | 913-236-2000 |
| Address | 6301 Glenwood Street Overland Park, KS 66202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Waddell & Reed Small Company Growth Fund LLC | [2012-03-30] | 267.7 | 53.1 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 0.4 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 6 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 35 | 1.6 |
| By Discretionary | ||
| Discretionary | 35 | 1.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 35 | 1.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.6 | |
| Total | 35 | 1.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Brian Sullivan | 80 | |||
| Brian Murray | 43 | |||
| David Connor | 22 | |||
| Shawn Lytle | 11 | |||
| Richard Salus | 11 | |||
| Michael Capuzzi | 7 | |||
| Stephen Hoban | 6 | |||
| Macquarie Alternative Strategies A Series of Macquarie Investment Management Business Trust | 6 | |||
| Nikki Newton | 4 | |||
| John Sundeen | 3 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001190088] | |
| 3 | [0001190088] | |
| 4 | [0001190088] | |
| D | [0001501721] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Ivy Investment Management Company
✚
|
KS | 1.6 |
|
Waddell & Reed Inc
✚
|
KS | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Four US Inc
✚
|
NY | 1.6 |
|
Integral ILS Ltd
✚
|
1.6 | |
|
New Mountain Credit CLO Advisers LLC
✚
|
NY | 1.6 |
|
Accolade Investment Advisory LLC
✚
|
OH | 1.6 |
|
ForUsAll Advisors LLC
✚
|
CA | 1.6 |
|
AXS Investments LLC
✚
|
NY | 1.6 |
|
MH Advisory Services LLC
✚
|
CA | 1.5 |
|
Cipher Capital LP
✚
|
NY | 1.5 |
|
Healthquest Capital Management LP
✚
|
TX | 1.5 |
|
Clearbridge Investments North America PTY Limited
✚
|
1.5 |