IVEY MANAGEMENT, LLC
CRD #136629 SEC #801-65218 STAMFORD, CT 203-323-2234
SEC Registered
Total AUM
$58M
Discretionary
$58M
Employees
5
Clients
0
Accounts
145
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 13, 2006
- 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 |
|---|---|---|---|---|
| IVEY, TIMOTHY | I | CO-MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | NA | Control |
| IVEY, TIMOTHY | I | CO-MANAGING MEMBER | NA | Control |
| LANFER, STEPHAN, PAUL | I | CO-MANAGING MEMBER | NA | Control |
| LANFER, STEPHAN, PAUL | I | CO-MANAGING MEMBER | NA | Control |
| IVEY, III, SHELLEY | I | MEMBER | E | Control |
| IVEY, III, SHELLEY | I | MEMBER | E | Control |
Registrations
Federal
IA
Jan 13, 2006 REGISTERED
Notice Filings (1)
CT
Address
1055 WASHINGTON BLVDC/O JEFFERSON FINANCIAL GROUP
STAMFORD, CT 6901
USA
Phone: 203-323-2234