# Ivy Capital Management LLC

> Ivy Capital Management LLC is a state-registered investment advisory firm in Indianapolis, IN, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 328984
- Filed as: IVY CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328984
- AdvisorCensus page: https://advisorcensus.com/firm/ivy-capital-management-llc-indianapolis-in-328984

## Quick answers

**How is Ivy Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ivy Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ivy Capital Management LLC located?**
Ivy Capital Management LLC's principal office is in Indianapolis, IN, according to its Form ADV.

**Is Ivy Capital Management LLC registered with the SEC or a state?**
Ivy Capital Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328984.

**What types of clients does Ivy Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: charitable organizations (1).

**Does Ivy Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328984

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Charitable organizations | 1 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ivycapm.com
- LinkedIn @ivycap

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ivy Capital Management LLC (CRD 328984): Form ADV filing data as of October 2026.