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Covestor Ltd

● SEC registered since 2008CRD 145694SEC# 801-69224London
Export (members)
Ranks #5,142 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$195.8M
Fund GAV
$45.7M
Private funds
1
Employees
17
Accounts
3,555
Location
London

Covestor Ltd assets under management

Covestor Ltd operates as an SEC-registered investment adviser based in London. The firm has been registered since 2008. It reports $195.8 million in regulatory assets under management and employs 17 people. Covestor Ltd manages 1 private fund with combined gross assets of $45.7 million, including Interactive Advisors Multi-Manager Onshore Fund, LP. By regulatory assets, it ranks 5,142 of 6,004 private fund managers.

Covestor Ltd private funds

1 funds · $45.7M GAV
FundTypeGross assetsMin.
Interactive Advisors Multi-Manager Onshore Fund, LPHedge$45.7M$100K

Covestor Ltd owners & executives

5 reported
NameTitleOwnershipSince
Bimal Harivallabh Shah ControlChief Technology OfficerUnder 5%2008
Covestor, Inc. ControlOwnerOver 75%2008
Jeffrey Alan RothGeneral Counsel And Chief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Covestor Ltd manage?

Covestor Ltd reports $195.8 million in regulatory assets under management on its Form ADV.

How many private funds does Covestor Ltd manage?

Covestor Ltd manages 1 private funds with combined gross assets of $45.7 million.

How many employees does Covestor Ltd have?

Covestor Ltd reports 17 employees.

Where is Covestor Ltd located?

Covestor Ltd is based in London and has been SEC-registered since 2008.

Does Covestor Ltd disclose fund performance?

Covestor Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressFloor 12, 20 Fenchurch Street, London EC3M 3BY
Phone44 020 3787 9250
Fax44 020 3787 9251
Office hours9:00 a.m. - 5:00 p.m.
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$195.8M▲ 16%
Mar '25 — $168.5MApr '25 — $168.5MMay '25 — $168.5MJun '25 — $168.5MJul '25 — $168.5MAug '25 — $168.5MSep '25 — $168.5MOct '25 — $168.5MNov '25 — $168.5MDec '25 — $168.5MJan '26 — $168.5MFeb '26 — $195.8MMar '26 — $195.8MApr '26 — $195.8MMay '26 — $195.8MJun '26 — $195.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
AUM vs fund managersTop 86%
Larger than 14% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 28%
More than 72% of 16,825 advisers

Assets under management

$195.8Mregulatory AUM
Discretionary $195.8M

Service providers

Auditor
Administrator