# IVY INVESTMENT MANAGEMENT COMPANY

IVY INVESTMENT MANAGEMENT COMPANY of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 123381
- Type: SEC-registered investment adviser
- SEC file number: 801-61515
- Location: 6301 GLENWOOD STREET, OVERLAND PARK, KS, 66202
- Phone: 913-236-2000
- Latest filing: 2022-06-29
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.6B
- Clients: 64
- Accounts: 35

## Officers, owners & control persons (33)

_Showing 25 of 33 people._

| Name | Role | Location |
| --- | --- | --- |
| BROWN LYNN B | SECRETARY | — |
| ECKERT KATHLEEN MARIE | COMPLIANCE OFFICER | — |
| HERRMANN HENRY JOHN | DIRECTOR & CHAIRMAN, & CHIEF EXECUTIVE OFFICER; DIRECTOR & CHAIRMAN, PRESIDENT & CHIEF EXECUTIVE OFFICER; PRESIDENT, DIRECTOR & CHAIRMAN, & CHIEF EXECUTIVE OFFICER (+1 more) | — |
| BUTCH THOMAS WILLIAM | DIRECTOR, SENIOR VICE PRESIDENT & CHIEF MARKETING OFFICER; SENIOR VICE PRESIDENT & CHIEF MARKETING OFFICER | — |
| BUYLE MARK PATRICK | SENIOR VICE PRESIDENT AND GENERAL COUNSEL; SENIOR VICE PRESIDENT, GENERAL COUNSEL | — |
| STROHM MICHAEL DURWOOD | DIRECTOR | — |
| CARLSON THOMAS JAMES | DIRECTOR, PRESIDENT AND TREASURER | — |
| HILLS WENDY JACQUELINE | GENERAL COUNSEL & SENIOR VICE PRESIDENT; SECRETARY; SECRETARY, ASSOCIATE GENERAL COUNSEL AND VICE PRESIDENT (+3 more) | — |
| MURRAY BRIAN LAWRENCE | SENIOR VICE PRESIDENT, DIVISION DIRECTOR | — |
| SUNDEEN JOHN EARL | DIRECTOR, SENIOR VICE PRESIDENT; DIRECTOR, SENIOR VICE PRESIDENT, CIEF FINANCIAL OFFICER & TREASURER; EXECUTIVE VICE PRESIDENT, CHIEF ACCOUNTING OFFICER (+4 more) | — |
| SCHULTE DANIEL CHARLES | SENIOR VICE PRESIDENT AND GENERAL COUNSEL; SENIOR VICE PRESIDENT, GENERAL COUNSEL; SENIOR VICE PRESIDENT, GENERAL COUNSEL AND ASSISTANT SECRETARY | — |
| RICHARDS KRISTEN ANNE | SENIOR VICE PRESIDENT, ASSOCIATE GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER; SENIOR, VICE PRESIDENT, ASSOCIATE GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, ASSOCIATE GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| CONNEALY DANIEL PAUL | SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER; SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, DIRECTOR; SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER (+1 more) | — |
| AVERY MICHAEL L | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER; EXECUTIVE VICE PRESIDENT AND DIRECTOR; EXECUTIVE VICE PRESIDENT, DIRECTOR AND CHIEF INVESTMENT OFFICER (+2 more) | — |
| CIPOLLA LAWRENCE JOSEPH | SENIOR VICE PRESIDENT | — |
| DESMARAIS PAUL GUY | SHAREHOLDER | — |
| SCHNEIDER SCOTT JEFFREY | COMPLIANCE OFFICER | — |
| BLOSS BRENT KYLE | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER & DIRECTOR; SENIOR VICE PRESIDENT, DIRECTOR | — |
| SALUS RICHARD | SENIOR VICE PRESIDENT, GLOBAL HEAD OF FUND SERVICES, DIVISION DIRECTOR | — |
| BIVIN THOMAS HINISH | VICE PRESIDENT | — |
| PERRY ROBERT EDWARD | SENIOR VICE PRESIDENT | — |
| YANOWITCH BEVERLY J | SENIOR VICE PRSIDENT, CHIEF FINANCIAL OFFICER ADN TREASURER | — |
| SANDERS PHILIP JAMES | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT; CHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT AND DIRECTOR (+4 more) | — |
| LYTLE SHAWN KEITH | PRESIDENT, EXECUTIVE DIRECTOR | — |
| SUNDEEN KURT AUGUSTUS | SENIOR VICE PRESIDENT, CHIEF OPERATIONS OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| WADDELL & REED SMALL COMPANY GROWTH FUND, LLC | Other Private Fund | — | 7 | $53.1M | $2.0M |


## Fund service providers (1)

- administrator: THE NORTHERN TRUST COMPANY

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123381/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123381/similar
- Related entities: https://search.stillhousedata.com/firm/123381/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123381

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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.