Intervest Ltd
● SEC registered since 1986CRD 104614SEC# 801-26390Chevy Chase, MD
Reg. AUM
$247M
Employees
5
Accounts
339
Location
Chevy Chase, MD
Intervest Ltd assets under management
Intervest Ltd operates as an SEC-registered investment adviser based in Chevy Chase, MD. The firm has been registered since 1986. It reports $247 million in regulatory assets under management and employs 5 people.
Intervest Ltd owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hunter Joyner Schoenfeld Control | Director | Under 5% | 1999 |
| Richard Holleman Schoenfeld Control | President, Chief Compliance Officer | Over 75% | 1991 |
Frequently asked questions
How much does Intervest Ltd manage?
Intervest Ltd reports $247 million in regulatory assets under management on its Form ADV.
How many employees does Intervest Ltd have?
Intervest Ltd reports 5 employees.
Where is Intervest Ltd located?
Intervest Ltd is based in Chevy Chase, MD and has been SEC-registered since 1986.
Does Intervest Ltd disclose fund performance?
Intervest Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Wisconsin Circle, Suite 910, Chevy Chase, MD 20815-7040 |
| Phone | 301-951-4455 |
| Fax | 301-652-2516 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$247M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$247Mregulatory AUM
Discretionary $131.5MNon-discretionary $115.5M