# Intervest Capital Partners LLC

> Intervest Capital Partners LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2011, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 159681
- Filed as: INTERVEST CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159681
- AdvisorCensus page: https://advisorcensus.com/firm/intervest-capital-partners-llc-new-york-ny-159681

## Quick answers

**How is Intervest Capital Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Intervest Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Intervest Capital Partners LLC located?**
Intervest Capital Partners LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Intervest Capital Partners LLC registered with the SEC or a state?**
Intervest Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 159681.

**How much does Intervest Capital Partners LLC manage?**
Intervest Capital Partners LLC reports $689,306,606 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Intervest Capital Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Intervest Capital Partners LLC: Regulatory assets under management: $643,776,160 in the October 2021 data and $689,306,606 in the October 2026 data, up 7%. Total employees: 23 in October 2021 and 38 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Intervest Capital Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Intervest Capital Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159681

**What changed in Intervest Capital Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 21 to 22. Regulatory assets under management went from $774,458,428 to $689,306,606 (-11%). Changed its office addresses in London. No longer lists an office in Dubai.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $689,306,606
- Discretionary: $689,306,606
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $689,306,606 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2011 (14 years)
- Employees: 38 total, 22 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- London
- Luxembourg

### Websites listed on Form ADV (Item 1.I)
- intervest.com
- LinkedIn @intervest-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $643,776,160 | 23 | September 27, 2021 |
| October 2022 | $202,651,733 | 24 | October 1, 2022 |
| October 2023 | $265,742,081 | 30 | September 12, 2023 |
| October 2024 | $512,092,505 | 32 | July 21, 2024 |
| October 2025 | $774,458,428 | 38 | March 31, 2025 |
| October 2026 | $689,306,606 | 38 | March 31, 2026 |

Regulatory assets under management: $643,776,160 in the October 2021 data and $689,306,606 in the October 2026 data, up 7%.
Total employees: 23 in October 2021 and 38 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 21 to 22.
- Regulatory assets under management went from $774,458,428 to $689,306,606 (-11%).
- Changed its office addresses in London.
- No longer lists an office in Dubai.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intervest Capital Partners LLC (CRD 159681): Form ADV filing data as of October 2026.