IVESTA CORP

RIASEC RegisteredEst. 2026

Total AUM

$82M

Discretionary

0% of AUM

Avg account

$82M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 337603
Registered since: January 29, 2026
Custodians: SOCIÉTÉ GÉNÉRALE LUXEMBOURG, BNP PARIBAS SECURITIES CORP., CITI PRIVATE BANK
Fee structure: Percentage of AUM
Client types: Corporations / Businesses100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ivesta Corp is a private corporate investment allocator that targets institutional capital and operates on a percentage-of-AUM fee model. The firm is listed as a capital allocator and is organized as a corporation with mixed ownership identified as a foreign entity and an individual. According to filings, Ivesta Corp registered with the SEC in 2026 and is classified as unclassified on its regulatory profile. Its stated advisory activity covers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Despite those listed retail-capability activities, the firm’s client base is recorded as institutional and its activity profile and asset mix suggest the primary role is allocating institutional capital rather than running broad retail advisory operations. Ivesta Corp is not flagged as an active ESG investor and is not registered as a multi-state adviser.