IVY Evergreen, LLC
SEC RegisteredA Family of Private Credit Funds
About the firm
Ivy Asset Group is a private credit manager focused on specialty finance and asset-based lending. Ivy's investment focus provides financing solutions to lower middle-market companies with proven track records and recession-resistant qualities. The firm is committed to capital preservation and generating consistent income while delivering attractive risk-adjusted returns through a disciplined investment strategy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private credit management focused on specialty finance and asset-based lending, providing financing solutions
Who they serve
Lower middle-market companies with proven track records and recession-resistant qualities
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 4 | $155M |
Office locations
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. IVY Evergreen, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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