Intervest Ltd
Intervest Ltd is an SEC-registered wealth manager in Chevy Chase, MD with $247.0M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Intervest Ltd: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104614, SEC 801-26390, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $247.0M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Chevy Chase, MD
- Employees
- 5
- Clients
- 175
- CRD
- 104614
- Ownership
- SCHOENFELD, HUNTER, JOYNER; SCHOENFELD, RICHARD, HOLLEMAN
How much AUM does Intervest Ltd have?
Intervest Ltd reported $247.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Intervest Ltd?
Disclosed owners and executives of Intervest Ltd include SCHOENFELD, HUNTER, JOYNER, SCHOENFELD, RICHARD, HOLLEMAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.