INTERVEST LTD
Adviser information for INTERVEST LTD last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 75 | $83.5M |
| Non-Discretionary | 239 | $104.8M |
| Total | 314 | $188.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 101 | $12.7M |
| HNW Individuals | 65 | $175.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $537,010 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 156 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-26390 |
|---|---|
| SEC ERA File Number | 801-26390 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 104614 |
| Legal Entity Identifier | None |
Principal Office
2 WISCONSIN CIRCLESUITE 910
CHEVY CHASE
MD
United States
Monday - Friday, 9-5
Tel: 301-951-4455, Fax: 301-652-2516
Websites
Chief Compliance Officer
SCHOENFELD, RICHARD HOLLEMAN
PRESIDENT/CCO
2 WISCONSIN CIRCLE
SUITE 910
CHEVY CHASE
MD
United States
Tel:
301-951-4455
Fax:
301-652-2516
D***@***************M
(Full email address available in API data)
Regulatory Contact
HUNTER JOYNER SCHOENFELD
DIRECTOR
2 WISCONSIN CIRCLE
SUITE 910
CHEVY CHASE
MD
United States
Tel:
301-951-4455
Fax:
301-652-2516
H*****@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCHOENFELD, RICHARD, HOLLEMAN | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 03/1991 | > 75% |
| SCHOENFELD, HUNTER, JOYNER | Individual | – | DIRECTOR | 01/1999 | < 5% |