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| Keyboard |
| Ivesta Corp
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|
|---|---|
| CRD # | 337603 |
| SEC # | 801-134671 |
| CIK # | |
| AUM | 88.0 M (2026-05-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 917-864-0407 |
| Address | 1230 Avenue of The Americas New York, NY 10023 |
| Source | [IAPD] [Website] |
| 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 | 0 | 0.0 |
| (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 | 1 | 88.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 88.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 88.0 |
| Total | 1 | 88.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 88.0 | |
| United States Persons | 0.0 | |
| Total | 1 | 88.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Pichardo Asset Management Sa de CV
✚
|
89.8 M | |
|
Redwood Advisory LLC
✚
|
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|
Contego Capital Group Inc
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|
Wealthfd LLC
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IBN Financial Services Inc
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|
Pacific Global Investment Management Company
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|
The Wealthplan LLC
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NY | 87.5 M |
|
Quincy Wells Advisors LLC
✚
|
IL | 87.3 M |
|
Genesis Asset Management Group Inc
✚
|
86.6 M | |
|
Eagan Capital Management LLC
✚
|
NY | 86.2 M |