Ivy Invest Corporation
- Regulatory AUM
- $12.6M
- Discretionary
- $12.6M
- Clients
- 1
- Avg AUM / client
- $12.6M
- Accounts
- 1
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $12.6M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Leadingagile, L.L.C. 401(k) Plan Leadingagile, L.L.C. | 2024 | |
| Handstands Promo Retirement Plan Handstands Promo, Llc | 2024 | |
| Crossroads Rhode Island 401 K Retirement Plan Crossroads Rhode Island | 2024 | |
| Fibrix Filtration 401(k) Plan Branford Filtration, Llc Dba Fibrix Filtration | 2024 | |
| Polymer Technology Systems, Inc. 401(k) Profit Sharing Plan Polymer Technology Systems, Inc. | 2024 | |
| Commonwealth Emergency Physicians 401 (K) Plan Commonwealth Emergency | 2024 | |
| Next Glass 401(k) Plan Next Glass, Inc. | 2024 | |
| Apr Supply Co. 401(k) Plan Apr Supply Company | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ghodoosi, Arash | Chief Executive Officer | Jan 2023 (4y) | 25% – 50% | |
| Pauker, Matthew, James | Chairman | Jan 2023 (4y) | 25% – 50% | |
| Mcelhoe, Wenwen, Li | President And Chief Investment Officer | Jul 2023 (3y) | 25% – 50% | |
| Guarino, Peter, Roserio | Chief Compliance Officer | Sep 2023 (3y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Leadingagile, L.L.C. 401(k) Plan | Leadingagile, L.L.C. | 85 | $6.5M | 01/01/2024 |
| Handstands Promo Retirement Plan | Handstands Promo, Llc | 107 | $3.5M | 01/01/2024 |
| Crossroads Rhode Island 401 K Retirement Plan | Crossroads Rhode Island | 168 | $10.1M | 01/01/2024 |
| Fibrix Filtration 401(k) Plan | Branford Filtration, Llc Dba Fibrix Filtration | 382 | $11.4M | 01/01/2024 |
| Polymer Technology Systems, Inc. 401(k) Profit Sharing Plan | Polymer Technology Systems, Inc. | 188 | $25.7M | 01/01/2024 |
| Commonwealth Emergency Physicians 401 (K) Plan | Commonwealth Emergency | 117 | $61.7M | 01/01/2024 |
| Next Glass 401(k) Plan | Next Glass, Inc. | 75 | $3.5M | 01/01/2024 |
| Apr Supply Co. 401(k) Plan | Apr Supply Company | 437 | $30.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 933 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗