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Ivey Management, LLC (Stamford)


Ivey Management, LLC is a large advisory firm based in Stamford. It manages $58 million of regulatory assets for 145 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Connecticut.

Ivey Management provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ivey Management: assets under management

The assets under management (AUM) of Ivey Management, LLC is $58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ivey Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Stamford

The principal office where Ivey Management, LLC performs its advisory services is located at 1055 Washington Blvd, Stamford, CT 06901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-323-2234 or by fax 203-323-9840. The normal business hours are 9 am to 5 pm on Monday - Friday.


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