{
  "crd_number": 337603,
  "slug": "ivesta-corp-new-york-ny-337603",
  "primary_business_name": "IVESTA CORP",
  "legal_name": "IVESTA CORP",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-01-29",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-05-31",
  "carried_forward": false,
  "raum_total": 82000000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 82000000.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "corporations_other_businesses": {
      "raum": 82000000.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://ivesta-fo.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337603",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/ivesta-corp-new-york-ny-337603",
  "display_name": "Ivesta Corp",
  "summary": "Ivesta Corp is an SEC-registered investment advisory firm in New York, NY, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 31, 2026.",
  "citation": "AdvisorCensus. Ivesta Corp (CRD 337603): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Ivesta Corp compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ivesta Corp reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Ivesta Corp charge?",
      "a": "Its Form ADV Part 2A brochure dated October 1, 2025 states: Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Ivesta Corp located?",
      "a": "Ivesta Corp's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Ivesta Corp registered with the SEC or a state?",
      "a": "Ivesta Corp is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 337603."
    },
    {
      "q": "How much does Ivesta Corp manage?",
      "a": "Ivesta Corp reports $82,000,000 in regulatory assets under management in its Form ADV filing dated May 31, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Ivesta Corp serve?",
      "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Ivesta Corp use?",
      "a": "Ivesta Corp's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BGL BNP Paribas, Citibank Europe PLC and Societe Generale Luxembourg as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ivesta Corp report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337603"
    },
    {
      "q": "What changed in Ivesta Corp's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $0 to $82,000,000."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Regulatory assets under management went from $0 to $82,000,000."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated October 1, 2025",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Ivesta’s fee will range between .50% and 1% depending on the size of the account at the commencement of the engagement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        1.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Ivesta’s fee will range between .50% and 1% depending on the size of the account at the commencement of the engagement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BGL BNP Paribas",
      "name_as_filed": "BGL BNP PARIBAS",
      "affiliated": false
    },
    {
      "name": "Citibank Europe PLC",
      "name_as_filed": "CITIBANK EUROPE PLC",
      "affiliated": false
    },
    {
      "name": "Societe Generale Luxembourg",
      "name_as_filed": "SOCIETE GENERALE LUXEMBOURG",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/ivesta-corp-new-york-ny-337603.md",
  "clients": [
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 82000000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337603",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}