IVY MANAGEMENT INC
CRD #110541 SEC #801-20721 BOCA RATON, FL 800-456-5111
SEC Registered
Total AUM
$3.6B
Discretionary
$3.6B
Employees
51
Clients
--
Accounts
38
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- MARCH
- Registration Date
- --
- Latest Filing
- Apr 22, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARAN, PAUL, PETER | I | SENIOR VICE PRESIDENT | NA | |
| BARAN, PAUL, PETER | I | SENIOR VICE PRESIDENT | NA | |
| BARAN, PAUL, PETER | I | SENIOR VICE PRESIDENT | NA | |
| BARAN, PAUL, PETER | I | SENIOR VICE PRESIDENT | NA | |
| BARAN, PAUL, PETER | I | SENIOR VICE PRESIDENT | NA | |
| BROADFOOT, JAMES, WILLIAM | I | PRESIDENT | NA | Control |
| CARLSON, KEITH, JAMES | I | DIRECTOR, CHAIRMAN & SVP | NA | Control |
| GLUCK, RICHARD, ALAN | I | SENIOR VICE PRESIDENT | NA | |
| GLUCK, RICHARD, ALAN | I | SENIOR VICE PRESIDENT | NA | |
| GLUCK, RICHARD, ALAN | I | SENIOR VICE PRESIDENT | NA | |
| GLUCK, RICHARD, ALAN | I | SENIOR VICE PRESIDENT | NA | |
| GLUCK, RICHARD, ALAN | I | SENIOR VICE PRESIDENT | NA | |
| GOLDRICK, SEAN, BECKER | I | VICE PRESIDENT | NA | |
| GOLDRICK, SEAN, BECKER | I | VICE PRESIDENT | NA | |
| GOLDRICK, SEAN, BECKER | I | VICE PRESIDENT | NA | |
| GOLDRICK, SEAN, BECKER | I | VICE PRESIDENT | NA | |
| HUNTER, JAMES, L | I | DIRECTOR | NA | Control |
| LOVATT, NEIL | I | DIRECTOR | NA | Control |
| LUPI, LISA, ANN | I | VICE PRESIDENT | NA | |
| LUPI, LISA, ANN | I | VICE PRESIDENT | NA | |
| LUPI, LISA, ANN | I | VICE PRESIDENT | NA | |
| LUPI, LISA, ANN | I | VICE PRESIDENT | NA | |
| LUPI, LISA, ANN | I | VICE PRESIDENT | NA | |
| MAHER, KEITH, JEFFREY | I | VICE PRESIDENT | NA | |
| MAHER, KEITH, JEFFREY | I | VICE PRESIDENT | NA | |
| MAHER, KEITH, JEFFREY | I | VICE PRESIDENT | NA | |
| MAHER, KEITH, JEFFREY | I | VICE PRESIDENT | NA | |
| MAHER, KEITH, JEFFREY | I | VICE PRESIDENT | NA | |
| MCLACHLAN, MOIRA, ANNE | I | VICE PRESIDENT | NA | |
| MCLACHLAN, MOIRA, ANNE | I | VICE PRESIDENT | NA | |
| MCLACHLAN, MOIRA, ANNE | I | VICE PRESIDENT | NA | |
| MCLACHLAN, MOIRA, ANNE | I | VICE PRESIDENT | NA | |
| MCLACHLAN, MOIRA, ANNE | I | VICE PRESIDENT | NA | |
| REILLY, SHERIDAN, PHILLIP | I | SENIOR VICE PRESIDENT | NA | |
| REILLY, SHERIDAN, PHILLIP | I | SENIOR VICE PRESIDENT | NA | |
| REILLY, SHERIDAN, PHILLIP | I | SENIOR VICE PRESIDENT | NA | |
| REILLY, SHERIDAN, PHILLIP | I | SENIOR VICE PRESIDENT | NA | |
| SAFRANEK, BARBARA, JEAN | I | VICE PRESIDENT | NA | |
| SAFRANEK, BARBARA, JEAN | I | VICE PRESIDENT | NA | |
| SAFRANEK, BARBARA, JEAN | I | VICE PRESIDENT | NA | |
| SAFRANEK, BARBARA, JEAN | I | VICE PRESIDENT | NA | |
| YANOWITCH, BEVERLY, J | I | VICE PRESIDENT AND TREASURER | NA | |
| YANOWITCH, BEVERLY, J | I | VICE PRESIDENT AND TREASURER | NA | |
| YANOWITCH, BEVERLY, J | I | VICE PRESIDENT AND TREASURER | NA | |
| YANOWITCH, BEVERLY, J | I | VICE PRESIDENT AND TREASURER | NA | |
| YANOWITCH, BEVERLY, J | I | VICE PRESIDENT AND TREASURER | NA | |
| MACKENZIE INVESTMENT MANAGEMENT INC | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| INVESTORS GROUP INC. | FE | MACKENZIE FINANCIAL CORPORATION | E | Control |
| INVESTORS GROUP INC. | FE | MACKENZIE FINANCIAL CORPORATION | E | Control |
| INVESTORS GROUP INC. | FE | MACKENZIE FINANCIAL CORPORATION | E | Control |
| INVESTORS GROUP INC. | FE | MACKENZIE FINANCIAL CORPORATION | E | Control |
| INVESTORS GROUP INC. | FE | MACKENZIE FINANCIAL CORPORATION | E | Control |
| DESMARAIS, PAUL, GUY | I | POWER FINANCIAL CORPORATION | D | Control |
| DESMARAIS, PAUL, GUY | I | POWER FINANCIAL CORPORATION | D | Control |
| DESMARAIS, PAUL, GUY | I | POWER FINANCIAL CORPORATION | D | Control |
| DESMARAIS, PAUL, GUY | I | POWER FINANCIAL CORPORATION | D | Control |
| DESMARAIS, PAUL, GUY | I | POWER FINANCIAL CORPORATION | D | Control |
| POWER CORPORATION OF CANADA | FE | POWER FINANCIAL CORPORATION | D | Control |
| POWER CORPORATION OF CANADA | FE | POWER FINANCIAL CORPORATION | D | Control |
| POWER CORPORATION OF CANADA | FE | POWER FINANCIAL CORPORATION | D | Control |
| POWER CORPORATION OF CANADA | FE | POWER FINANCIAL CORPORATION | D | Control |
| POWER CORPORATION OF CANADA | FE | POWER FINANCIAL CORPORATION | D | Control |
| POWER FINANCIAL CORPORATION | FE | INVESTORS GROUP INC. | D | Control |
| POWER FINANCIAL CORPORATION | FE | INVESTORS GROUP INC. | D | Control |
| POWER FINANCIAL CORPORATION | FE | INVESTORS GROUP INC. | D | Control |
| POWER FINANCIAL CORPORATION | FE | INVESTORS GROUP INC. | D | Control |
| POWER FINANCIAL CORPORATION | FE | INVESTORS GROUP INC. | D | Control |
Registrations
Federal
IA
Apr 22, 2002 REGISTERED
Notice Filings (1)
FL
Address
925 SOUTH FEDERAL HIGHWAYSUITE 600
BOCA RATON, FL 33432
USA
Phone: 800-456-5111