# Ivesta Corp

> 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.

- CRD: 337603
- Filed as: IVESTA CORP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337603
- AdvisorCensus page: https://advisorcensus.com/firm/ivesta-corp-new-york-ny-337603

## Quick answers

**How is Ivesta Corp compensated?**
On its Form ADV (Item 5.E, October 2026), Ivesta Corp reports these compensation arrangements: a percentage of assets under its management.

**How much does Ivesta Corp charge?**
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.

**Where is Ivesta Corp located?**
Ivesta Corp's principal office is in New York, NY, according to its Form ADV.

**Is Ivesta Corp registered with the SEC or a state?**
Ivesta Corp is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 337603.

**How much does Ivesta Corp manage?**
Ivesta Corp reports $82,000,000 in regulatory assets under management in its Form ADV filing dated May 31, 2026 (0% discretionary).

**What types of clients does Ivesta Corp serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (1).

**Which custodians does Ivesta Corp use?**
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.

**Does Ivesta Corp report any disciplinary disclosures?**
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

**What changed in Ivesta Corp's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated October 1, 2025)

- Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)

> Ivesta’s fee will range between .50% and 1% depending on the size of the account at the commencement of the engagement.

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

### Custodians (Schedule D, Section 5.K(3))
- BGL BNP Paribas
- Citibank Europe PLC
- Societe Generale Luxembourg

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: $82,000,000
- Discretionary: $0
- Non-discretionary: $82,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Corporations or other businesses not listed above | 1 | $82,000,000 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337603

### Websites listed on Form ADV (Item 1.I)
- ivesta-fo.com

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $0 to $82,000,000.

### February 2026
- Newly registered with the SEC.

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ivesta Corp (CRD 337603): Form ADV filing data as of October 2026.