Ivernia Capital
Ivernia Capital, LLC is a Marina Del Rey-based registered investment adviser and multi-family office delivering tax, estate-planning, and investment management services to ultra-high-net-worth individuals and families on a recurring advisory-fee basis.
- Company typePrivate
- Founded-
- HeadquartersMarina Del Rey, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Ivernia Capital does
Ivernia Capital, LLC is a registered investment adviser operating as a multi-family office from Marina Del Rey, California, with a headcount in the 11–50 range. The firm is co-founded by Ronald W. Phillis, a Managing Partner whose background spans Goldman Sachs, Bank of America, Houlihan Lokey, UBS, and Lehman Brothers, and Johnny Chuchen, who simultaneously serves as CIO of Laurel Wealth Advisors. The senior team also includes Julie Montgomery-Phillis. Together the partners carry five years of Institutional Investor all-star recognition and senior pedigree across the largest U.S. wirehouses, independent broker-dealers, and bulge-bracket banks.
The firm delivers a bundled offering to ultra-high-net-worth individuals and families, combining tax minimization, estate planning and wealth transfer, and discretionary investment management. Service delivery is structured around coordinating each family's external tax, legal, and estate advisors, embedding the firm in the operational plumbing of multi-generational wealth. There is no disclosed proprietary technology platform; the offering is human-advisory-led rather than productized.
The business model is recurring advisory fees on managed assets, monetized through a referral-driven, sales-led go-to-market typical of the UHNW segment. No funding rounds, M&A activity, geographic expansion, or AI/technology initiatives are disclosed in the source material, consistent with a deliberately boutique operating posture.
Ivernia Capital firmographics
Firmographics- Name
- Ivernia Capital
- Legal name
- Ivernia Capital, LLC
- Website
- https://iverniacapital.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Ivernia Capital, LLC is a Marina Del Rey-based registered investment adviser and multi-family office delivering tax, estate-planning, and investment management services to ultra-high-net-worth individuals and families on a recurring advisory-fee basis.
- Ownership category
- akta.pro rank
Ivernia Capital industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
- akta.pro secondary industries
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Estate Planning & Trust Structuring Advisory (FSAEAKAC)
Keywords
Where Ivernia Capital is headquartered
LocationHeadquarters
- HQ city
- Marina Del Rey
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Ivernia Capital business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Fees: Registered investment adviser offering advisory services to ultra-high net worth clients. Revenue likely generated through advisory/management fees, though specific fee structure not publicly disclosed.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Ivernia Capital product offering
Product offeringCore offering
Ivernia Capital is a multi-family office that provides investment advisory, tax minimization, estate planning, and wealth transfer services to ultra-high net worth individuals and families. The firm works hand-in-hand with each client's existing tax and legal advisors to coordinate a holistic, tax-efficient financial structure. As an SEC-registered investment adviser, it delivers these services through personalized engagements accessed primarily via referrals.
Product overview
Ivernia Capital is a multi-family office offering a unified suite of wealth management services for ultra-high net worth clients. The core offering consists of three integrated service pillars: Tax Minimization Services, Estate Planning & Wealth Transfer, and Investment Management. These services are delivered in coordination with clients' existing tax and legal advisors to provide a holistic, optimized financial structure. The firm operates as an independent boutique working primarily through referrals to maintain client satisfaction.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Minimization Services Tax minimization strategies integrated with investment management to optimize clients' overall financial structure in coordination with their tax advisors, designed for ultra-high net worth individuals and families.
- Estate Planning & Wealth Transfer Wealth transfer strategies designed for multi-generational goals, delivered in coordination with clients' legal advisors to optimize estate planning structures for ultra-high net worth families.
- Investment Management Independent investment advisory services providing transparency, objectiveness, and execution for ultra-high net worth clients, including high yield and distressed credit analysis, delivered as a registered investment adviser engagement.
Companies that use Ivernia Capital
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Ivernia Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Ivernia Capital partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Laurel Wealth Advisors (LWA)coreLaurel Wealth Advisors is an SEC registered investment advisor based in La Jolla, California. Johnny Chuchen serves as Chief Investment Officer of LWA and co-founded Ivernia Capital with Ron Phillis to support their shared ultra-high net worth clients seeking customized, tax-efficient solutions.
Scale indicators1 record
Recent moves1 record
Expansion highlights2 records
Ivernia Capital competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: One of the largest U.S. multi-family offices serving UHNW families with integrated investment, trust, estate, and family governance services. Directly comparable to Ivernia's boutique multi-family office offering for UHNW households.
- Pathstone Family Office: Independent multi-family office providing investment management, trust and estate services, and family office support to UHNW families. Comparable business model, client segment, and integrated service offering to Ivernia.
- Cresset: Independent multi-family office and private investment firm serving UHNW families with integrated family office services, direct investing, and wealth planning. Direct competitive peer to Ivernia in the boutique UHNW segment.
- Glenmede: Independent, employee-owned multi-family office and investment manager serving UHNW families and endowments with discretionary portfolio management and wealth advisory. Closely aligned with Ivernia's independent, advisor-led multi-family office positioning.
- NorthRock Partners: Boutique multi-family office serving UHNW families across the U.S. with coordinated investment, tax, and estate planning. Direct comparator to Ivernia in size, service scope, and client profile.
Broad incumbents
- Ascent Private Capital Management (US Bank): UHNW wealth management business within U.S. Bank offering personalized wealth, investment, and estate planning to ultra-wealthy households. Larger, institutional alternative competing for the same UHNW segment as Ivernia.
- J.P. Morgan Private Bank: Global private banking platform providing investment management, lending, trust, and estate services to UHNW households. Broad incumbent alternative competing for Ivernia's target UHNW client base.
- Brown Brothers Harriman Wealth Management: Long-standing partnership-based wealth manager offering investment management, trust, and estate services to UHNW families. Comparable fiduciary, multi-generational positioning to Ivernia's boutique offering, but at meaningfully greater scale and with deeper institutional infrastructure.
- Abbot Downing (Wells Fargo): Wells Fargo's UHNW multi-family office platform providing investment management, wealth planning, and lending services. Competes with Ivernia in the UHNW integrated advisory segment but at meaningfully greater scale.
- Goldman Sachs Private Wealth Management: Goldman Sachs' UHNW advisory arm serving ultra-wealthy clients with bespoke investment, lending, and wealth planning. Incumbent competitor — and the prior employer of co-founder Ron Phillis — competing for the same client relationships Ivernia targets.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Ivernia Capital social profiles
Digital presenceIvernia Capital compliance and trust
Trust signalCompliance1 record
Ivernia Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ivernia Capital leadership team
Management profileNumber of profiles
Profiles3 records
Ivernia Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ivernia Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ivernia Capital
What does Ivernia Capital do?
Ivernia Capital is a multi-family office that provides investment advisory, tax minimization, estate planning, and wealth transfer services to ultra-high net worth individuals and families. The firm works hand-in-hand with each client's existing tax and legal advisors to coordinate a holistic, tax-efficient financial structure. As an SEC-registered investment adviser, it delivers these services through personalized engagements accessed primarily via referrals.
Is Ivernia Capital a public or private company?
Ivernia Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Ivernia Capital founded?
Ivernia Capital was founded in -1. It employs 11 to 50 people.
Where is Ivernia Capital based?
Ivernia Capital is headquartered in Marina Del Rey, United States, in the North America region.
How does Ivernia Capital make money?
One revenue line is on record: investment Advisory Fees.
Who are Ivernia Capital's main competitors?
Direct peers on record are Bessemer Trust, Pathstone Family Office, Cresset, Glenmede and NorthRock Partners. Broad incumbents are Ascent Private Capital Management (US Bank), J.P. Morgan Private Bank, Brown Brothers Harriman Wealth Management, Abbot Downing (Wells Fargo) and Goldman Sachs Private Wealth Management.
Does Ivernia Capital have an API?
No public API is recorded for Ivernia Capital.
What industry is Ivernia Capital in?
Ivernia Capital's product category is Wealth Management. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 52394 and its SIC code is 6282.