Ivy Investment Management

Company Profile

Ivy Investment Management is a fund manager in Overland Park with $1.56 bn assets under management.

Website

Location

Fiscal year end

Former names

Ivy Acquisition Corp, Waddell & Reed Ivy Investment Co

SEC CIK

SEC advisor number

801-61515

FINRA CRD number

123381

AUM ?

$1.56 bn (as of 29 Jun 22)

Accounts

35 (as of 29 Jun 22)

Employees

64 (32 investment advisory or research)

Address

Ivy Investment Management
6300 LAMAR AVENUE
OVERLAND PARK
KS 66202

Office hours

Monday - Friday, 8:00 AM TO 4:30 PM

Phone

9132362000

Brochures

Owner	Title	From	%Ownership
Waddell & Reed Financial, Inc.	Shareholder	12/2002	> 75%
Richie, Jon-jason	Vice President, Chief Compliance Officer	07/2015	< 5%
Macquarie FG Holdings Inc.	Parent	01/2010	> 75%
Macquarie Management Holdings, Inc.	Parent	04/2021	> 75%
Macquarie Affiliated Managers (Usa) Inc.	Parent	01/2010	> 75%
Macquarie Affiliated Managers Holdings (Usa) Inc.	Parent	01/2010	> 75%
Macquarie Asset Management Us Holdings Pty Limited	Parent	07/2020	> 75%
Macquarie Asset Management Holdings Pty Limited	Parent	07/2020	> 75%
Macquarie Group Limited	Parent	12/2011	> 75%
Lytle, Shawn, Keith	President, Executive Director	04/2021	< 5%
Murray, Brian, Lawrence	Senior Vice President, Division Director	04/2021	< 5%
Connor, David, Forrester	Senior Vice President, General Counsel	04/2021	< 5%
Salus, Richard	Senior Vice President, Global Head of Fund Services, Division Director	04/2021	< 5%
Capuzzi, Michael, Francis	Senior Vice President, Us Chief Operating Officer	04/2021	< 5%
Hoban, Stephen	Vice President, Controller, Chief Financial Officer	04/2021	< 5%
Daley, Michael, John	Senior Vice President, Principal Financial Officer	06/2021	< 5%