IVY INVESTMENT MANAGEMENT COMPANY
Legal name: IVY INVESTMENTS
CRD #123381 SEC #801-61515 OVERLAND PARK, KS 913-236-2000
SEC Registered Private Funds
Total AUM
$1.6B
Discretionary
$1.6B
Employees
64
Clients
--
Accounts
35
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $1.6B | $1.6B | $0 | 64 | 23 |
| Jan 2022 | $1.7B | $1.7B | $0 | 77 | 24 |
| Dec 2021 | $1.7B | $1.7B | $0 | 144 | 20 |
| Jun 2021 | $1.7B | $1.7B | $0 | 144 | 20 |
| May 2021 | $6.1B | $6.1B | $0 | 145 | 20 |
| Mar 2021 | $75.3B | $75.3B | $0 | 134 | 8 |
| Mar 2021 | $75.3B | $75.3B | $0 | 134 | 8 |
| Mar 2020 | $70.7B | $70.7B | $0 | 135 | 0 |
| Jan 2020 | $67.8B | $67.8B | $0 | 145 | 0 |
| Jul 2019 | $67.8B | $67.8B | $0 | 145 | 0 |
| Jun 2019 | $67.8B | $67.8B | $0 | 145 | 0 |
| Apr 2019 | $67.8B | $67.8B | $0 | 145 | 0 |
| Mar 2019 | $67.8B | $67.8B | $0 | 145 | 0 |
| Oct 2018 | $62.3B | $62.3B | $0 | 143 | 0 |
| Mar 2018 | $62.3B | $62.3B | $0 | 143 | 0 |
| Mar 2017 | $48.6B | $48.6B | $0 | 150 | 102 |
| Aug 2016 | $44.7B | $44.7B | $0 | 159 | 26 |
| Apr 2016 | $57.2B | $57.2B | $0 | 159 | 26 |
| Mar 2016 | $57.2B | $57.2B | $0 | 159 | 26 |
| Aug 2015 | $72.4B | $72.4B | $0 | 159 | 26 |
| Aug 2015 | $72.4B | $72.4B | $0 | 159 | 26 |
| Jul 2015 | $72.4B | $72.4B | $0 | 159 | 26 |
| Jun 2015 | $72.4B | $72.4B | $0 | 159 | 26 |
| May 2015 | $72.4B | $72.4B | $0 | 159 | 26 |
| May 2015 | $72.4B | $72.4B | $0 | 159 | 26 |
| Mar 2015 | $72.4B | $72.4B | $0 | 159 | 26 |
| Jun 2014 | $77.5B | $77.5B | $0 | 118 | 26 |
| May 2014 | $77.5B | $77.5B | $0 | 118 | 26 |
| Apr 2014 | $7.5B | $7.5B | $0 | 118 | 26 |
| Mar 2014 | $7.5B | $7.5B | $0 | 118 | 26 |
| Apr 2013 | $59.5B | $59.5B | $0 | 109 | 26 |
| Nov 2012 | $46.5B | $46.5B | $0 | 109 | 26 |
| Jun 2012 | $46.5B | $46.5B | $0 | 51 | 26 |
| Jun 2012 | $46.5B | $46.5B | $0 | 51 | 26 |
| Jun 2012 | $46.5B | $46.5B | $0 | 51 | 26 |
| Mar 2012 | $46.5B | $46.5B | $0 | 51 | 26 |
| Apr 2011 | $46.1B | $46.1B | $0 | 51 | -- |
| Apr 2011 | $46.1B | $46.1B | $0 | 51 | -- |
| Apr 2011 | $46.1B | $46.1B | $0 | 51 | -- |
| Mar 2011 | $46.1B | $46.1B | $0 | 51 | -- |
| Sep 2010 | $36.1B | $36.1B | $0 | 51 | -- |
| Aug 2010 | $36.1B | $36.1B | $0 | 51 | -- |
| Apr 2009 | $19.7B | $19.7B | $0 | 51 | -- |
| Mar 2009 | $19.7B | $19.7B | $0 | 51 | -- |
| Mar 2008 | $25.5B | $25.5B | $0 | 51 | -- |
| Apr 2007 | $13.5B | $13.5B | $0 | 51 | -- |
| Mar 2007 | $13.5B | $13.5B | $0 | 51 | -- |
| Feb 2006 | $1.3B | $1.3B | $0 | 51 | -- |
| Jun 2005 | $1.3B | $1.3B | $0 | 51 | -- |
| Jun 2004 | $3.9B | $3.9B | $0 | 51 | -- |
| Mar 2004 | $3.9B | $3.9B | $0 | 51 | -- |
| Mar 2004 | $1.6B | $1.6B | $0 | 51 | -- |
DateJun 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees64
Clients23
DateJan 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees77
Clients24
DateDec 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees144
Clients20
DateJun 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees144
Clients20
DateMay 2021
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees145
Clients20
DateMar 2021
Total AUM$75.3B
Discretionary$75.3B
Non-Disc.$0
Employees134
Clients8
DateMar 2021
Total AUM$75.3B
Discretionary$75.3B
Non-Disc.$0
Employees134
Clients8
DateMar 2020
Total AUM$70.7B
Discretionary$70.7B
Non-Disc.$0
Employees135
Clients0
DateJan 2020
Total AUM$67.8B
Discretionary$67.8B
Non-Disc.$0
Employees145
Clients0
DateJul 2019
Total AUM$67.8B
Discretionary$67.8B
Non-Disc.$0
Employees145
Clients0
DateJun 2019
Total AUM$67.8B
Discretionary$67.8B
Non-Disc.$0
Employees145
Clients0
DateApr 2019
Total AUM$67.8B
Discretionary$67.8B
Non-Disc.$0
Employees145
Clients0
DateMar 2019
Total AUM$67.8B
Discretionary$67.8B
Non-Disc.$0
Employees145
Clients0
DateOct 2018
Total AUM$62.3B
Discretionary$62.3B
Non-Disc.$0
Employees143
Clients0
DateMar 2018
Total AUM$62.3B
Discretionary$62.3B
Non-Disc.$0
Employees143
Clients0
DateMar 2017
Total AUM$48.6B
Discretionary$48.6B
Non-Disc.$0
Employees150
Clients102
DateAug 2016
Total AUM$44.7B
Discretionary$44.7B
Non-Disc.$0
Employees159
Clients26
DateApr 2016
Total AUM$57.2B
Discretionary$57.2B
Non-Disc.$0
Employees159
Clients26
DateMar 2016
Total AUM$57.2B
Discretionary$57.2B
Non-Disc.$0
Employees159
Clients26
DateAug 2015
Total AUM$72.4B
Discretionary$72.4B
Non-Disc.$0
Employees159
Clients26
DateAug 2015
Total AUM$72.4B
Discretionary$72.4B
Non-Disc.$0
Employees159
Clients26
DateJul 2015
Total AUM$72.4B
Discretionary$72.4B
Non-Disc.$0
Employees159
Clients26
DateJun 2015
Total AUM$72.4B
Discretionary$72.4B
Non-Disc.$0
Employees159
Clients26
DateMay 2015
Total AUM$72.4B
Discretionary$72.4B
Non-Disc.$0
Employees159
Clients26
DateMay 2015
Total AUM$72.4B
Discretionary$72.4B
Non-Disc.$0
Employees159
Clients26
DateMar 2015
Total AUM$72.4B
Discretionary$72.4B
Non-Disc.$0
Employees159
Clients26
DateJun 2014
Total AUM$77.5B
Discretionary$77.5B
Non-Disc.$0
Employees118
Clients26
DateMay 2014
Total AUM$77.5B
Discretionary$77.5B
Non-Disc.$0
Employees118
Clients26
DateApr 2014
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees118
Clients26
DateMar 2014
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees118
Clients26
DateApr 2013
Total AUM$59.5B
Discretionary$59.5B
Non-Disc.$0
Employees109
Clients26
DateNov 2012
Total AUM$46.5B
Discretionary$46.5B
Non-Disc.$0
Employees109
Clients26
DateJun 2012
Total AUM$46.5B
Discretionary$46.5B
Non-Disc.$0
Employees51
Clients26
DateJun 2012
Total AUM$46.5B
Discretionary$46.5B
Non-Disc.$0
Employees51
Clients26
DateJun 2012
Total AUM$46.5B
Discretionary$46.5B
Non-Disc.$0
Employees51
Clients26
DateMar 2012
Total AUM$46.5B
Discretionary$46.5B
Non-Disc.$0
Employees51
Clients26
DateApr 2011
Total AUM$46.1B
Discretionary$46.1B
Non-Disc.$0
Employees51
Clients--
DateApr 2011
Total AUM$46.1B
Discretionary$46.1B
Non-Disc.$0
Employees51
Clients--
DateApr 2011
Total AUM$46.1B
Discretionary$46.1B
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$46.1B
Discretionary$46.1B
Non-Disc.$0
Employees51
Clients--
DateSep 2010
Total AUM$36.1B
Discretionary$36.1B
Non-Disc.$0
Employees51
Clients--
DateAug 2010
Total AUM$36.1B
Discretionary$36.1B
Non-Disc.$0
Employees51
Clients--
DateApr 2009
Total AUM$19.7B
Discretionary$19.7B
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$19.7B
Discretionary$19.7B
Non-Disc.$0
Employees51
Clients--
DateMar 2008
Total AUM$25.5B
Discretionary$25.5B
Non-Disc.$0
Employees51
Clients--
DateApr 2007
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees51
Clients--
DateFeb 2006
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees51
Clients--
DateJun 2005
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees51
Clients--
DateJun 2004
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees51
Clients--
DateMar 2004
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees51
Clients--
DateMar 2004
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees51
Clients--