← Tributary

IVY LANE CAPITAL MANAGEMENT, LLC

· CRD 312535 · IAPD ↗ · 305-791-3130

$189.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
December 2025 — IVY LANE CAPITAL MANAGEMENT, LLC (location n/a) left the SEC roster (was $189.6M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
80
May 2024 — IVY LANE CAPITAL MANAGEMENT, LLC (location n/a) is newly SEC-registered with $161.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.