|
⚲
|
| Intervest Ltd
✚
|
|
|---|---|
| CRD # | 104614 |
| SEC # | 801-26390 |
| CIK # | |
| AUM | $247.0 M (2026-03-31) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 301-951-4455 |
| Address | 2 Wisconsin Circle Chevy Chase, MD 20815-7040 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 19.0 |
| (b) Individuals (high net worth individuals) | 105 | 227.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 339 | 247.0 |
| By Discretionary | ||
| Discretionary | 135 | 131.5 |
| Non-Discretionary | 204 | 115.5 |
| Total | 339 | 247.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 247.0 | |
| Total | 339 | 247.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Keystone Financial Group Inc
✚
|
GA | 0.2 |
|
KRAL Financial Advisors LLC
✚
|
0.2 | |
|
BPP Wealth Solutions LLC
✚
|
NJ | 0.2 |
|
Blueline Advisors LLC
✚
|
NH | 0.2 |
|
Anchor Bay Capital Inc
✚
|
CA | 0.2 |
|
AGP Franklin LLC
✚
|
TN | 0.2 |
|
Northern Edge Wealth Management LLC
✚
|
MI | 0.2 |
|
Lighthouse Wealth Management LLC
✚
|
PA | 0.2 |
|
Value Investment Professionals LLC
✚
|
NY | 0.2 |
|
Julex Capital Management LLC
✚
|
MA | 0.2 |