IVY EQUITIES II, LLC
CRD #159338 SEC #801-72881 GREENWICH, CT 203-987-3392
SEC Registered Private Funds
Total AUM
$2.2M
Discretionary
$2.2M
Employees
5
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $2.2M | $2.2M | $0 | 5 | 0 |
| Mar 2020 | $244.8M | $244.8M | $0 | 5 | 0 |
| Mar 2019 | $268.3M | $268.3M | $0 | 5 | 0 |
| Mar 2018 | $332.6M | $332.6M | $0 | 5 | 0 |
| Mar 2017 | $330.3M | $330.3M | $0 | 5 | 1 |
| Mar 2016 | $372.6M | $372.6M | $0 | 5 | 1 |
| Jan 2016 | $212.3M | $212.3M | $0 | 5 | 1 |
| Apr 2015 | $212.3M | $212.3M | $0 | 5 | 1 |
| Mar 2015 | $212.3M | $212.3M | $0 | 5 | 1 |
| Apr 2014 | $173.2M | $173.2M | $0 | 5 | 1 |
| Mar 2014 | $173.2M | $173.2M | $0 | 5 | 1 |
| Mar 2013 | $158M | $158M | $0 | 6 | 1 |
| Mar 2012 | $100.1M | $100.1M | $0 | 11 | 1 |
| Nov 2011 | $324.5M | $324.5M | $0 | 11 | 1 |
| Nov 2011 | $324.5M | $324.5M | $0 | -- | -- |
DateMar 2021
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$244.8M
Discretionary$244.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$268.3M
Discretionary$268.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$330.3M
Discretionary$330.3M
Non-Disc.$0
Employees5
Clients1
DateMar 2016
Total AUM$372.6M
Discretionary$372.6M
Non-Disc.$0
Employees5
Clients1
DateJan 2016
Total AUM$212.3M
Discretionary$212.3M
Non-Disc.$0
Employees5
Clients1
DateApr 2015
Total AUM$212.3M
Discretionary$212.3M
Non-Disc.$0
Employees5
Clients1
DateMar 2015
Total AUM$212.3M
Discretionary$212.3M
Non-Disc.$0
Employees5
Clients1
DateApr 2014
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees5
Clients1
DateMar 2014
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees5
Clients1
DateMar 2013
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees6
Clients1
DateMar 2012
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees11
Clients1
DateNov 2011
Total AUM$324.5M
Discretionary$324.5M
Non-Disc.$0
Employees11
Clients1
DateNov 2011
Total AUM$324.5M
Discretionary$324.5M
Non-Disc.$0
Employees--
Clients--