New York Ivy Capital Management LLC

New York Ivy Capital Management provides discretionary and non‑discretionary investment advisory services to individuals, high‑net‑worth clients, trusts, estates and corporations, and states it customizes advice based on each client’s goals and risk tolerance. The firm acts in a fiduciary capacity and follows a set onboarding process of client interviews, questionnaires, asset‑allocation modeling and periodic monitoring.

The adviser’s investment approach is fundamentally driven, using both bottom‑up and top‑down fundamental analysis and offering strategies that range from Treasury and investment‑grade bonds to global thematic equity and multi‑asset allocations. Portfolios may employ margin and leveraged ETFs for positioning while excluding options and short selling, and client accounts are reviewed and communicated with regularly.

A distinctive feature in the brochure is the availability of performance‑based fee arrangements for qualified investors using a high‑water‑mark methodology, an arrangement less common among independent advisers of this type. The firm’s principal holds advanced quantitative and valuation credentials and Big‑Four valuation experience, and the combination of no stated account minimum, corporate client capacity, and the performance‑fee option indicates the firm positions itself to serve a broader set of client types than a typical solo adviser.