# IVY ASSET MANAGEMENT LLC

IVY ASSET MANAGEMENT LLC of UNIONDALE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 107831
- Type: SEC-registered investment adviser
- SEC file number: 801-45776
- Location: 144 GLENN CURTISS BOULEVARD, 7TH FLOOR, UNIONDALE, NY, 11556
- Phone: 516-338-3760
- Latest filing: 2012-05-16
- Regulatory AUM: $206.5M
- Discretionary AUM: $206.5M
- Clients: 11
- Accounts: 53

## Officers, owners & control persons (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| [PISARKIEWICZ STEVEN](https://search.stillhousedata.com/person/733006) | CHAIRMAN AND DIRECTOR | — |
| [BANNON KEVIN J](https://search.stillhousedata.com/person/735357) | DIRECTOR | — |
| [SIMON LAWRENCE](https://search.stillhousedata.com/person/735359) | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR; VICE CHAIRMAN | — |
| [WOHL HOWARD](https://search.stillhousedata.com/person/735360) | VICE CHAIRMAN; VICE CHAIRMAN, CHIEF INVESTMENT OFFICER AND DIRECTOR | — |
| [SIMON SEAN GARRETT](https://search.stillhousedata.com/person/735361) | CHIEF EXECUTIVE OFFICER; CO-PRESIDENT; DIRECTOR, CLIENT DEVELOPMENT (+2 more) | — |
| [GEIGER ADAM LEE](https://search.stillhousedata.com/person/735362) | CHIEF INVESTMENT OFFICER; DIRECTOR, INVESTMENTS; MANAGING DIRECTOR, INVESTMENTS | — |
| [MARLIN KENNETH ROD](https://search.stillhousedata.com/person/735363) | CHIEF COMPLIANCE OFFICER | — |
| [SINGER MICHAEL EVAN](https://search.stillhousedata.com/person/735364) | CO-PRESIDENT; MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER | — |
| [LITTLE JONATHAN MICHAEL](https://search.stillhousedata.com/person/738428) | DIRECTOR; MANAGER | — |
| [O'HANLEY RONALD PHILIP](https://search.stillhousedata.com/person/738431) | DIRECTOR; MANAGER | — |
| [WENNERHOLM SCOTT EDWARD](https://search.stillhousedata.com/person/738433) | DIRECTOR; MANAGER | — |
| [MAISANO PHILLIP NICHOLAS](https://search.stillhousedata.com/person/744552) | MANAGER | — |
| [DAVIES JOSEPH STUART](https://search.stillhousedata.com/person/752457) | GLOBAL HEAD OF INVESTMENTS | — |
| [SEBETIC PAUL GERARD](https://search.stillhousedata.com/person/755664) | CHIEF FINANCIAL OFFICER | — |
| [NORIS PETER DANA](https://search.stillhousedata.com/person/755665) | CHIEF INVESTMENT OFFICER | — |
| [ROGERS JOHN DREW](https://search.stillhousedata.com/person/758418) | DIRECTOR, PRODUCTS AND MARKETS; MANAGING DIRECTOR, HEAD OF GLOBAL INVESTMENT PRODUCTS GROUP; MANAGING DIRECTOR, INVESTMENT PRODUCTS GROUP (+1 more) | — |
| [HEMENETZ MARK A](https://search.stillhousedata.com/person/759982) | DIRECTOR | — |
| [BILLERBECK CHARLES J](https://search.stillhousedata.com/person/761593) | MANAGER | — |
| [MORGENTHAL LAWRENCE ROSS](https://search.stillhousedata.com/person/763117) | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER | — |
| [CUMMINS GLENN P](https://search.stillhousedata.com/person/770240) | CHIEF FINANCIAL OFFICER; MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER; VICE PRESIDENT, HEAD OF FINANCE | — |
| [SLOAN FRED P](https://search.stillhousedata.com/person/774544) | CHIEF INVESTMENT OFFICER; CHIEF OF INVESTMENT MANAGEMENT; CO-CHIEF INVESTMENT OFFICER | — |
| [GARMISE JASON BRIAN](https://search.stillhousedata.com/person/776761) | CHIEF OPERATING OFFICER | — |
| [SQUASONI DOUGLAS WADE](https://search.stillhousedata.com/person/776762) | CHIEF INVESTMENT OFFICER/CHIEF RESTRUCTURING OFFICER; CHIEF RESTRUCTURING OFFICER; CO-CHIEF INVESTMENT OFFICER/CHIEF RESTRUCTURING OFFICER | — |
| [SCHLICHT CHRISTINE ELIZABETH](https://search.stillhousedata.com/person/776763) | CHIEF COMPLIANCE OFFICER | — |
| [BALDWIN COLLEEN DOLAN](https://search.stillhousedata.com/person/781365) | CHIEF OPERATING OFFICER | — |


## Private funds (53)

Mix: Hedge Fund 52 · Private Equity Fund 1

_Showing 15 of 53 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| IVY MAPLEWOOD ASSOCIATES II, LP | Hedge Fund | — | 93 | $34.1M | $1 |
| MAPLEWOOD C.I. LIMITED | Hedge Fund | — | 1 | $31.5M | $1 |
| IVY CLARUS CI, LTD. | Hedge Fund | — | 21 | $22.6M | $1 |
| IVY PARTNERS FUND I, LLC | Hedge Fund | — | 168 | $21.3M | $1 |
| IVY DEFENDERS FUND, L.P. | Hedge Fund | — | 204 | $20.6M | $1 |
| IVY CLARUS ASSOCIATES II, LLC | Hedge Fund | — | 65 | $17.6M | $1 |
| IVY CLARUS ASSOCIATES, L.P. | Hedge Fund | — | 162 | $9.4M | $1 |
| DEFENDERS FUND LIQUIDATING TRUST | Hedge Fund | — | 410 | $9.3M | $1 |
| IVY SELECT PLC/IVY CLARUS DIVERSIFIED FEEDER FUND | Hedge Fund | — | 6 | $8.0M | $1 |
| IVY CLARUS DIVERSIFIED, LTD. | Hedge Fund | — | 2 | $6.8M | $1 |
| IVY MAPLEWOOD ASSOCIATES, LP | Hedge Fund | — | 40 | $6.6M | $1 |
| IVY MULTI-MANAGER HEDGE FUND SPV 9/09, LTD. | Hedge Fund | — | 9 | $5.7M | $1 |
| IVY ROSEWOOD OFFSHORE FUND SPV, LTD | Hedge Fund | — | 17 | $5.5M | $1 |
| IVY MULTI MANAGER HEDGE FUND LLC | Hedge Fund | — | 58 | $5.3M | $1 |
| IVY RISING STARS FUND LP | Hedge Fund | — | 69 | $5.3M | $1 |


## Fund service providers (9)

- administrator: BNY MELLON ALTERNATIVE INVESTMENT SERVICES LTD. — 13 funds
- administrator: BNY MELLON ALTERNATIVE INVESTMENT SERVICES LTD — 12 funds
- administrator: SEI GLOBAL SERVICE INC — 10 funds
- administrator: SEI INVESTMENTS - GLOBAL FUNDS SERVICES LIMITED — 8 funds
- administrator: SEI GLOBAL SERVICES INC — 6 funds
- administrator: SEI GLOBAL SERVICES INC. — 5 funds
- administrator: BNY MELLON FUND SERVICES (IRELAND) LIMITED — 3 funds
- administrator: SEI GLOBAL SERVICES, INC. — 3 funds
- administrator: BNY MELLON INVESTMENT SERVICING (INTERNATIONAL) LIMITED

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107831/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107831/similar
- Related entities: https://search.stillhousedata.com/firm/107831/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107831

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.