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|
| Keyboard |
| Intervest Ltd
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|
|---|---|
| CRD # | 104614 |
| SEC # | 801-26390 |
| CIK # | |
| AUM | 247.0 M (2026-03-31) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 301-951-4455 |
| Address | 2 Wisconsin Circle Chevy Chase, MD 20815-7040 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 19.0 |
| (b) Individuals (high net worth individuals) | 105 | 227.4 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 339 | 247.0 |
| By Discretionary | ||
| Discretionary | 135 | 131.5 |
| Non-Discretionary | 204 | 115.5 |
| Total | 339 | 247.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 247.0 | |
| Total | 339 | 247.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 146 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Blueline Advisors LLC
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Anchor Bay Capital Inc
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AGP Franklin LLC
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|
Northern Edge Wealth Management LLC
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MI | 246.9 M |
|
Lighthouse Wealth Management LLC
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|
PA | 246.8 M |
|
Value Investment Professionals LLC
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|
NY | 246.7 M |
|
Julex Capital Management LLC
✚
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MA | 246.7 M |