# Ivy Invest Corporation

> Ivy Invest Corporation is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 328122
- Filed as: IVY INVEST CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328122
- AdvisorCensus page: https://advisorcensus.com/firm/ivy-invest-corporation-san-francisco-ca-328122

## Quick answers

**How is Ivy Invest Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Ivy Invest Corporation reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ivy Invest Corporation located?**
Ivy Invest Corporation's principal office is in San Francisco, CA, according to its Form ADV.

**Is Ivy Invest Corporation registered with the SEC or a state?**
Ivy Invest Corporation is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328122.

**How much does Ivy Invest Corporation manage?**
Ivy Invest Corporation reports $12,577,736 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Ivy Invest Corporation's assets and staff changed since 2024?**
In the Form ADV data for Ivy Invest Corporation: Regulatory assets under management: $3,118,956 in the October 2024 data and $12,577,736 in the October 2026 data, up 303%. Total employees: 3 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ivy Invest Corporation serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Ivy Invest Corporation report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328122

**What changed in Ivy Invest Corporation's recent Form ADV filings?**
In the April 2026 filing data: No longer lists the business name Ivy Invest. Reported a succession: took over the business of Buena Capital Advisors D/B/A Ivy Invest (CRD 328122) on December 23, 2025. Changed its legal name from Buena Capital Advisors LLC to Ivy Invest Corporation. Regulatory assets under management went from $7,364,843 to $12,577,736 (+71%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $12,577,736
- Discretionary: $12,577,736
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $12,577,736 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [buenacapital.com](https://buenacapital.com)
- [ivyinvest.co](https://ivyinvest.co)
- Facebook facebook.com
- Instagram @ivyinvest.co
- LinkedIn @ivy-invest
- TikTok @ivy_invest
- X @ivy_invest

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $3,118,956 | 3 | March 29, 2024 |
| October 2025 | $7,364,843 | 3 | March 13, 2025 |
| October 2026 | $12,577,736 | 4 | March 20, 2026 |

Regulatory assets under management: $3,118,956 in the October 2024 data and $12,577,736 in the October 2026 data, up 303%.
Total employees: 3 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists the business name Ivy Invest.
- Reported a succession: took over the business of Buena Capital Advisors D/B/A Ivy Invest (CRD 328122) on December 23, 2025.
- Changed its legal name from Buena Capital Advisors LLC to Ivy Invest Corporation.
- Regulatory assets under management went from $7,364,843 to $12,577,736 (+71%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ivy Invest Corporation (CRD 328122): Form ADV filing data as of October 2026.