# Intervest Ltd

> Intervest Ltd is an SEC-registered investment advisory firm in Chevy Chase, MD, registered since 1986, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 104614
- Filed as: INTERVEST LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chevy Chase, MD
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104614
- AdvisorCensus page: https://advisorcensus.com/firm/intervest-ltd-chevy-chase-md-104614

## Quick answers

**How is Intervest Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Intervest Ltd reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Intervest Ltd located?**
Intervest Ltd's principal office is in Chevy Chase, MD, according to its Form ADV.

**Is Intervest Ltd registered with the SEC or a state?**
Intervest Ltd is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 104614.

**How much does Intervest Ltd manage?**
Intervest Ltd reports $246,950,187 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (53% discretionary).

**How have Intervest Ltd's assets and staff changed since 2021?**
In the Form ADV data for Intervest Ltd: Regulatory assets under management: $164,713,142 in the October 2021 data and $246,950,187 in the October 2026 data, up 50%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Intervest Ltd serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (105); individuals (other than high net worth individuals) (70).

**Which custodians does Intervest Ltd use?**
Intervest Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Distribution Co. as a custodian holding 10% or more of its separately managed account assets.

**Does Intervest Ltd 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/104614

**Does Intervest Ltd state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "InterVest does not impose a minimum dollar value of assets or other conditions for starting or maintaining an account."

**What changed in Intervest Ltd's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $209,420,639 to $246,950,187 (+18%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> InterVest does not impose a minimum dollar value of assets or other conditions for starting or maintaining an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $246,950,187
- Discretionary: $131,457,519
- Non-discretionary: $115,492,668

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $18,955,536 |
| High net worth individuals | 105 | $227,422,543 |
| Charitable organizations | Fewer than 5 | $572,108 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1986 (40 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, MD, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- intervestltd.com
- intervestltd.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $164,713,142 | 5 | March 31, 2021 |
| October 2022 | $166,338,774 | 5 | April 14, 2022 |
| October 2023 | $147,791,886 | 5 | March 31, 2023 |
| October 2024 | $188,309,554 | 5 | March 29, 2024 |
| October 2025 | $209,420,639 | 5 | March 31, 2025 |
| October 2026 | $246,950,187 | 5 | March 31, 2026 |

Regulatory assets under management: $164,713,142 in the October 2021 data and $246,950,187 in the October 2026 data, up 50%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $209,420,639 to $246,950,187 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intervest Ltd (CRD 104614): Form ADV filing data as of October 2026.