INTERVEST LTD
CRD #104614 SEC #801-26390 CHEVY CHASE, MD 301-951-4455
SEC Registered
Total AUM
$209.4M
Discretionary
$126.3M
Employees
5
Clients
101
Accounts
306
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $209.4M | $126.3M | $83.1M | 5 | 156 |
| Mar 2024 | $188.3M | $83.5M | $104.8M | 5 | 156 |
| Mar 2023 | $147.8M | $92M | $55.8M | 5 | 178 |
| Apr 2022 | $166.3M | $108.9M | $57.4M | 5 | 164 |
| Mar 2022 | $166.3M | $108.9M | $57.4M | 5 | 164 |
| Mar 2021 | $164.7M | $107.3M | $57.4M | 5 | 127 |
| Jun 2020 | $139.2M | $86.5M | $52.7M | 5 | 122 |
| Mar 2020 | $139.2M | $86.5M | $52.7M | 5 | 122 |
| Jul 2019 | $117.5M | $76.3M | $41.2M | 5 | 124 |
| Apr 2019 | $117.5M | $76.3M | $41.2M | 5 | 124 |
| Mar 2019 | $117.5M | $76.3M | $41.2M | 5 | 124 |
| Mar 2018 | $137.7M | $82.9M | $54.7M | 5 | 125 |
| Mar 2017 | $127.6M | $79.7M | $47.9M | 5 | 200 |
| Nov 2016 | $159.5M | $78.2M | $81.3M | 5 | 200 |
| Mar 2016 | $159.5M | $78.2M | $81.3M | 5 | 200 |
| Mar 2015 | $139.3M | $81.6M | $57.7M | 5 | 200 |
| Mar 2014 | $123.1M | $74.3M | $48.8M | 5 | 200 |
| Mar 2013 | $127.3M | $58.5M | $68.8M | 5 | 200 |
| Mar 2012 | $123.6M | $50M | $73.6M | 1 | 200 |
| Mar 2011 | $130.7M | $49.3M | $81.3M | 5 | -- |
| Jan 2008 | $64.9M | $46.1M | $18.7M | 5 | -- |
| Jan 2007 | $60M | $44.6M | $15.4M | 5 | -- |
| Mar 2006 | $51.1M | $37.8M | $13.3M | 5 | -- |
| Jan 2005 | $180.7M | $30.9M | $149.8M | 5 | -- |
| Jan 2004 | $166.4M | $25.5M | $140.9M | 5 | -- |
DateMar 2025
Total AUM$209.4M
Discretionary$126.3M
Non-Disc.$83.1M
Employees5
Clients156
DateMar 2024
Total AUM$188.3M
Discretionary$83.5M
Non-Disc.$104.8M
Employees5
Clients156
DateMar 2023
Total AUM$147.8M
Discretionary$92M
Non-Disc.$55.8M
Employees5
Clients178
DateApr 2022
Total AUM$166.3M
Discretionary$108.9M
Non-Disc.$57.4M
Employees5
Clients164
DateMar 2022
Total AUM$166.3M
Discretionary$108.9M
Non-Disc.$57.4M
Employees5
Clients164
DateMar 2021
Total AUM$164.7M
Discretionary$107.3M
Non-Disc.$57.4M
Employees5
Clients127
DateJun 2020
Total AUM$139.2M
Discretionary$86.5M
Non-Disc.$52.7M
Employees5
Clients122
DateMar 2020
Total AUM$139.2M
Discretionary$86.5M
Non-Disc.$52.7M
Employees5
Clients122
DateJul 2019
Total AUM$117.5M
Discretionary$76.3M
Non-Disc.$41.2M
Employees5
Clients124
DateApr 2019
Total AUM$117.5M
Discretionary$76.3M
Non-Disc.$41.2M
Employees5
Clients124
DateMar 2019
Total AUM$117.5M
Discretionary$76.3M
Non-Disc.$41.2M
Employees5
Clients124
DateMar 2018
Total AUM$137.7M
Discretionary$82.9M
Non-Disc.$54.7M
Employees5
Clients125
DateMar 2017
Total AUM$127.6M
Discretionary$79.7M
Non-Disc.$47.9M
Employees5
Clients200
DateNov 2016
Total AUM$159.5M
Discretionary$78.2M
Non-Disc.$81.3M
Employees5
Clients200
DateMar 2016
Total AUM$159.5M
Discretionary$78.2M
Non-Disc.$81.3M
Employees5
Clients200
DateMar 2015
Total AUM$139.3M
Discretionary$81.6M
Non-Disc.$57.7M
Employees5
Clients200
DateMar 2014
Total AUM$123.1M
Discretionary$74.3M
Non-Disc.$48.8M
Employees5
Clients200
DateMar 2013
Total AUM$127.3M
Discretionary$58.5M
Non-Disc.$68.8M
Employees5
Clients200
DateMar 2012
Total AUM$123.6M
Discretionary$50M
Non-Disc.$73.6M
Employees1
Clients200
DateMar 2011
Total AUM$130.7M
Discretionary$49.3M
Non-Disc.$81.3M
Employees5
Clients--
DateJan 2008
Total AUM$64.9M
Discretionary$46.1M
Non-Disc.$18.7M
Employees5
Clients--
DateJan 2007
Total AUM$60M
Discretionary$44.6M
Non-Disc.$15.4M
Employees5
Clients--
DateMar 2006
Total AUM$51.1M
Discretionary$37.8M
Non-Disc.$13.3M
Employees5
Clients--
DateJan 2005
Total AUM$180.7M
Discretionary$30.9M
Non-Disc.$149.8M
Employees5
Clients--
DateJan 2004
Total AUM$166.4M
Discretionary$25.5M
Non-Disc.$140.9M
Employees5
Clients--