Intervest Capital Partners LLC
● SEC registered since 2011CRD 159681SEC# 801-72908New York, NY
Reg. AUM
$689.3M
Employees
38
Accounts
2
Location
New York, NY
Intervest Capital Partners LLC assets under management
Intervest Capital Partners LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2011. It reports $689.3 million in regulatory assets under management and employs 38 people.
Intervest Capital Partners LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Russell Tipple Control | Chief Operating Officer | Under 5% | 2011 |
| Intervest Consolidated Holdings LLC Control | Direct Owner | Over 75% | 2024 |
| Joseph Francis Stowell III Control | Chief Compliance Officer | Under 5% | 2018 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Intervest Capital Partners LLC manage?
Intervest Capital Partners LLC reports $689.3 million in regulatory assets under management on its Form ADV.
How many employees does Intervest Capital Partners LLC have?
Intervest Capital Partners LLC reports 38 employees.
Where is Intervest Capital Partners LLC located?
Intervest Capital Partners LLC is based in New York, NY and has been SEC-registered since 2011.
Does Intervest Capital Partners LLC disclose fund performance?
Intervest Capital Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 425 Park Avenue, 35th Floor, New York, NY 10022 |
| Phone | 212-377-0030 |
| Fax | 212-359-9666 |
| Office hours | 9:00a.m. - 5:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$689.3M▼ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$689.3Mregulatory AUM
Discretionary $689.3M