SAN FRANCISCO, CACRD 328122Latest ADV March 20, 2026
Buena Capital Advisors D/B/A Ivy Invest is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 20, 2026, reports $13M in regulatory assets under management, 4 employees, 1 office, and 1 account.
Assets Under Management
$13M
Employees
4
Offices
1 office
Total Clients
<5
Primary office
SAN FRANCISCO, CA
2261 MARKET STREET, #5190, SAN FRANCISCO, CA, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13Mas of March 20, 2026
Discretionary100.0%
$13M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$13M
Total Accounts1
10Y AUM Change+$13M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee0:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.