Private fund adviser · New York, NY
Ivy Hill Asset Management, L.P.
SEC-registered investment adviser · CRD 161608 · SEC 801-74555
At a glance
Ivy Hill Asset Management, L.P. is an SEC-registered investment adviser based in New York, New York, with $13.0 billion in regulatory assets under management as of its Form ADV filed August 26, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 516th of 4,686 private fund advisers and 1,155th of 17,210 SEC-registered advisers by assets.
Main office 212-710-2100LinkedInAs filed on Form ADV
- Regulatory AUM
- $13B
- Rank among private fund advisers
- #516 of 4,686
- Rank among all SEC RIAs
- #1,155 of 17,210
- Rank in New York
- #308 of 2,591
- Clients
- 18
- Accounts
- 19
- Discretionary
- 100% of AUM
- Employees
- 16
- Advisory staff
- 14
- Offices
- 2
Owners and executives on its Form ADV
- Joshua M. BloomsteinGeneral Counsel, Vice President and Secretary
- Shelly ClearyPresident
- Scott LemChief Financial Officer, Controller, Treasurer and Vice President
- Richa M GulatiChief Compliance Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names affiliated broker-dealers: Ares Management Capital Markets LLC and Aspida Financial Distributors, LLC.
- Ares Management Capital Markets LLC ↗CRD 166219
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
- Aspida Financial Distributors, LLC ↗CRD 322843
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 18 | $13B | 99% |
| Insurance companies | – | $99M | <1% |
Private funds
Ivy Hill Asset Management, L.P. reports 18 private funds with $13B in gross assets: hedge funds, private equity funds, securitized asset funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Ivy Hill Asset Management, L.P. answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Ivy Hill Asset Management, L.P.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 889 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Ivy Hill Asset Management, L.P. manage?
Ivy Hill Asset Management, L.P. reports $13.0 billion in regulatory assets under management across 19 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 26, 2026.
What kind of firm is Ivy Hill Asset Management, L.P.?
Ivy Hill Asset Management, L.P. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Ivy Hill Asset Management, L.P.’s clients?
By assets, its largest client types are pooled investment vehicles ($12.9 billion, 18 clients); insurance companies ($99 million).
Does Ivy Hill Asset Management, L.P. manage private funds?
Yes. It reports 18 private funds with $12.9 billion in gross assets, including hedge funds, private equity funds, securitized asset funds, other private funds.
Does Ivy Hill Asset Management, L.P. have any disciplinary history?
Ivy Hill Asset Management, L.P. answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Ivy Hill Asset Management, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →