Foundational
Bitcoin Core
Pure exposure to Bitcoin with disciplined accumulation bands and downside hedging.
- Risk score
- Volatility
- Moderate
- Allocation
- 100% BTC
- Target
- 12–18% / yr
Now accepting Q4 allocations
Institutional-grade
crypto portfolios
for serious capital.
IveVex constructs diversified, risk-managed digital asset portfolios — from Bitcoin core mandates to high-conviction growth altcoin strategies. Custody is segregated. Reporting is total.
Regulated custody Audited monthly 14 jurisdictions
Flagship · BalancedNAV · 02 Jul
$1,847.23 +247.4%
Per unit · inception to date
1Y
+62.1%
3Y CAGR
+48.7%
Vol
27%
BTC
42%
ETH
26%
SOL
12%
Altcoin basket
15%
Stable yield
5%
Fireblocks CustodyAnchorage DigitalBitGo TrustDeloitte AuditedISO 27001SOC 2 Type IIFATF Compliant
Assets under management
Capital entrusted to disciplined process.
$0.0M
Assets under management
0+
Active investors
0.0%
Net return · 3Y CAGR
0
Jurisdictions served
Historical performance
Five years of compounded discipline.
Indexed performance of the IveVex Balanced mandate, net of all fees. Past performance does not guarantee future results.
Inception
Jan 2021
Cumulative
+437%
Portfolio strategies
Six mandates. One discipline.
Each strategy is built around an explicit risk budget, transparent allocation, and an objective rebalancing rule.
Defensive Growth
Blue Chip
Concentrated in the most liquid, institutionally-held digital assets.
- Risk score
- Volatility
- Medium
- Allocation
- BTC 55 · ETH 35 · SOL 10
- Target
- 20–28% / yr
Asymmetric
Growth Altcoins
Curated exposure to high-conviction altcoins with active risk rotation.
- Risk score
- Volatility
- High
- Allocation
- Diversified L1 / L2 basket
- Target
- 35–60% / yr
High Risk
Meme Opportunities
Tactical, position-sized speculation with strict stop-loss discipline.
- Risk score
- Volatility
- Extreme
- Allocation
- Capped at 5% of NAV
- Target
- Asymmetric upside
Flagship
Balanced Portfolio
Our flagship multi-strategy mandate — diversified across risk regimes.
- Risk score
- Volatility
- Medium
- Allocation
- Core 60 · Growth 30 · Tactical 10
- Target
- 25–35% / yr
Income
High Yield
Dollar-denominated yield through institutional staking and on-chain credit.
- Risk score
- Volatility
- Medium
- Allocation
- Stables, staking, structured yield
- Target
- 9–14% / yr
Risk management
We manage downside first.
Returns are the byproduct of an unflinching focus on what could go wrong. Every position is sized against an explicit loss budget.
Risk budgeting
Each mandate has a maximum drawdown limit. Position sizing follows volatility-adjusted Kelly fractions.
Regime detection
Quantitative signals shift exposure between risk-on and defensive postures across market cycles.
Tail hedging
Systematic put-spread overlays and stablecoin parking protect capital during extreme drawdowns.
Custody segregation
Assets are held bankruptcy-remote at qualified custodians. IveVex cannot move client funds unilaterally.
Security & compliance
Built to a banking standard.
We treat security as a product, not a checklist. Every layer of our stack — from custody to authentication — is independently audited.
Biometric login Insured custody KYC / AML
- Multi-party computation custody
- Hardware-bound 2FA on all withdrawals
- 24-hour withdrawal cooling period
- ISO 27001 & SOC 2 Type II controls
- Quarterly third-party penetration tests
- Full audit trail on every transaction
Investor voices
Trusted by families, offices, and operators.
"IveVex delivers what most desks promise — a coherent thesis, transparent risk, and execution that doesn't blink in a drawdown."
M. Laurent
Family Office, Geneva
"The reporting is what closed it for me. I see every position, every basis point of fee, every rebalance — without lifting a finger."
J. Ahmadi
Managing Partner, Dubai
"I'd been allocating to crypto myself for six years. Handing it to IveVex was the first time it actually felt like portfolio management."
S. Petrova
Private investor, London
Frequently asked
Questions, answered plainly.
Private briefing
Speak with a portfolio strategist.
30-minute confidential conversation. No obligation. Receive our current allocation memo and historical performance pack.
By submitting you agree to our terms. Qualified investors only.