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| Happy Holidays!! thanks for using AUM13F!! |
| Intervest Capital Partners LLC
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|---|---|
| CRD # | 159681 |
| SEC # | 801-72908 |
| CIK # | |
| AUM | $774.5 M (2025-03-31) |
| Employees | 38 (55% Investors, 0% Brokers) |
| Phone | 212-377-0030 |
| Address | 425 Park Avenue New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 774.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 774.5 |
| By Discretionary | ||
| Discretionary | 2 | 774.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 774.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 774.5 | |
| United States Persons | 0.0 | |
| Total | 2 | 774.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Urban Fund Management LLC
✚
|
TX | 0.8 |
|
Asset Consulting Group LLC
✚
|
MO | 0.8 |
|
Rex Advisers LLC
✚
|
CT | 0.8 |
|
Cederberg Capital Asia Limited
✚
|
0.8 | |
|
Sierra Crest Investment Management LLC
✚
|
NY | 0.8 |
|
Fintech Collective Management LLC
✚
|
NY | 0.8 |
|
True Green Capital Management LLC
✚
|
CT | 0.8 |
|
Logia Portfolio Management LLC
✚
|
KS | 0.8 |
|
Tavira Financial Limited
✚
|
0.8 | |
|
Monarch Plan Advisors
✚
|
CA | 0.8 |