INTERVEST LTD

RIASEC RegisteredEst. 1986

Total AUM

$247M

Discretionary

$131M

53% of AUM

Avg account

$728K

Accounts

339

Employees

Advisory reps

Firm details

Headquarters: CHEVY CHASE, Maryland
CRD number: 104614
Registered since: February 10, 1986
Website: www.intervestltd.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI92.09%
Individuals7.68%
Charitable Organizations0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Intervest Ltd is an independent registered investment adviser that focuses on serving individuals and families. The firm, SEC-registered since 1986 and organized as a corporation, operates as a capital allocator and delivers financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and manager selection services. Its fee model blends asset-based fees with hourly and fixed-fee arrangements. Investment activity centers on equity exposure, with a clear tilt toward non-exchange-traded equity positions. Intervest makes use of third-party managers for specialized allocations and performs adviser selection as part of its service mix. The firm is not positioned as an active ESG investor and does not operate as a multi-state adviser.