INVESMART ADVISORS, INC.
Legal name: INVESMART ADVISORS INC
CRD #108731 SEC #801-57518 PITTSBURGH, PA 412-249-3200
SEC Registered
Total AUM
$3.2B
Discretionary
$0
Employees
51
Clients
51
Accounts
1,462
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 17, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARTOSZEWICZ, JAMES, JACOB | I | DIRECTOR/PRESIDENT | NA | Control |
| BARTOSZEWICZ, JAMES, JACOB | I | DIRECTOR/PRESIDENT | NA | Control |
| BARTOSZEWICZ, JAMES, JACOB | I | DIRECTOR/PRESIDENT | NA | Control |
| BATTAGLIA, NICOLA | I | TREASURER | NA | Control |
| BATTAGLIA, NICOLA | I | TREASURER | NA | Control |
| BATTAGLIA, NICOLA | I | TREASURER | NA | Control |
| BATTAGLIA, NICOLA | I | TREASURER | NA | Control |
| BATTAGLIA, NICOLA | I | TREASURER | NA | Control |
| BATTAGLIA, NICOLA | I | TREASURER | NA | Control |
| BATTAGLIA, NICOLA | I | TREASURER | NA | Control |
| BATTAGLIA, NICOLA | I | TREASURER | NA | Control |
| BATTAGLIA, NICOLA | I | TREASURER | NA | Control |
| BATTAGLIA, NICOLA | I | TREASURER | NA | Control |
| BAUR, HENRY, KENT MENZ | I | CEO | NA | Control |
| BAUR, HENRY, KENT MENZ | I | CEO | NA | Control |
| BAUR, HENRY, KENT MENZ | I | CEO | NA | Control |
| BAUR, HENRY, KENT MENZ | I | CEO | NA | Control |
| BAUR, HENRY, KENT MENZ | I | CEO | NA | Control |
| BAUR, HENRY, KENT MENZ | I | CEO | NA | Control |
| BAUR, HENRY, KENT MENZ | I | CEO | NA | Control |
| BAUR, HENRY, KENT MENZ | I | CEO | NA | Control |
| BUCKLES, KENT, PATRICK | I | DIRECTOR | NA | Control |
| BUCKLES, KENT, PATRICK | I | DIRECTOR | NA | Control |
| BUCKLES, KENT, PATRICK | I | DIRECTOR | NA | Control |
| BUCKLES, KENT, PATRICK | I | DIRECTOR | NA | Control |
| BUCKLES, KENT, PATRICK | I | DIRECTOR | NA | Control |
| BUCKLES, KENT, PATRICK | I | DIRECTOR | NA | Control |
| BUCKLES, KENT, PATRICK | I | DIRECTOR | NA | Control |
| BUCKLES, KENT, PATRICK | I | DIRECTOR | NA | Control |
| BUCKLES, KENT, PATRICK | I | DIRECTOR | NA | Control |
| GENSHEIMER, MARK, RICHARD | I | DIRECTOR | NA | Control |
| GENSHEIMER, MARK, RICHARD | I | DIRECTOR | NA | Control |
| GENSHEIMER, MARK, RICHARD | I | DIRECTOR | NA | Control |
| GENSHEIMER, MARK, RICHARD | I | DIRECTOR | NA | Control |
| GENSHEIMER, MARK, RICHARD | I | DIRECTOR | NA | Control |
| GENSHEIMER, MARK, RICHARD | I | DIRECTOR | NA | Control |
| GENSHEIMER, MARK, RICHARD | I | DIRECTOR | NA | Control |
| KENNEDY, CHARLES, HOWARD | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| KENNEDY, CHARLES, HOWARD | I | PRESIDENT / CH. ADMINISTRATIVE OFFICER | NA | Control |
| KENNEDY, CHARLES, HOWARD | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| KENNEDY, CHARLES, HOWARD | I | SECRETARY | NA | Control |
| KENNEDY, CHARLES, HOWARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KENNEDY, CHARLES, HOWARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KENNEDY, CHARLES, HOWARD | I | PRESIDENT / CH. ADMINISTRATIVE OFFICER | NA | Control |
| KENNEDY, CHARLES, HOWARD | I | PRESIDENT / CH. ADMINISTRATIVE OFFICER | NA | Control |
| KENNEDY, CHARLES, HOWARD | I | SECRETARY | NA | Control |
| KIRSCH, ROBERT, CRAIG | I | DIRECTOR | NA | Control |
| MCGORTEY, CHARLES, TRACY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGORTEY, CHARLES, TRACY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGORTEY, CHARLES, TRACY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGORTEY, CHARLES, TRACY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGORTEY, CHARLES, TRACY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSSI, ROBERT, MICHAEL | I | SECRETARY | NA | Control |
| ROSSI, ROBERT, MICHAEL | I | SECRETARY | NA | Control |
| ROSSI, ROBERT, MICHAEL | I | SECRETARY | NA | Control |
| ROSSI, ROBERT, MICHAEL | I | SECRETARY | NA | Control |
| ROSSI, ROBERT, MICHAEL | I | SECRETARY | NA | Control |
| ROSSI, ROBERT, MICHAEL | I | SECRETARY | NA | Control |
| ROSSI, ROBERT, MICHAEL | I | SECRETARY | NA | Control |
| ROSSI, ROBERT, MICHAEL | I | SECRETARY | NA | Control |
| INVESMART, INC. | DE | PARENT COMPANY | E | Control |
| INVESMART, INC. | DE | PARENT COMPANY | E | Control |
| INVESMART, INC. | DE | PARENT COMPANY | E | Control |
| INVESMART, INC. | DE | PARENT COMPANY | E | Control |
| INVESMART, INC. | DE | PARENT COMPANY | E | Control |
| INVESMART, INC. | DE | PARENT COMPANY | E | Control |
| INVESMART, INC. | DE | PARENT COMPANY | E | Control |
| INVESMART, INC. | DE | PARENT COMPANY | E | Control |
| INVESMART, INC. | DE | PARENT COMPANY | E | Control |
| INVESMART, INC. | DE | PARENT COMPANY | E | Control |
| BARTOSZEWICZ, JAMES, JACOB | I | INDIVIDUAL OWNER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| INVESTOR (GUERNSEY), LTD. | FE | INVESMART, INC. | C | Control |
| SOFTBANK TECHNOLOGY VENTURES V, L.P. | FE | INVESMART,INC. | C | Control |
| SOFTBANK TECHNOLOGY VENTURES V, L.P. | FE | INVESMART,INC. | C | Control |
| SOFTBANK TECHNOLOGY VENTURES V, L.P. | FE | INVESMART,INC. | C | Control |
| SOFTBANK TECHNOLOGY VENTURES V, L.P. | FE | INVESMART,INC. | C | Control |
| SOFTBANK TECHNOLOGY VENTURES V, L.P. | FE | INVESMART,INC. | C | Control |
| SOFTBANK TECHNOLOGY VENTURES V, L.P. | FE | INVESMART,INC. | C | Control |
| SOFTBANK TECHNOLOGY VENTURES V, L.P. | FE | INVESMART,INC. | C | Control |
| SOFTBANK TECHNOLOGY VENTURES V, L.P. | FE | INVESMART,INC. | C | Control |
| SOFTBANK TECHNOLOGY VENTURES V, L.P. | FE | INVESMART,INC. | C | Control |
| SOFTBANK TECHNOLOGY VENTURES V, L.P. | FE | INVESMART,INC. | C | Control |
Registrations
Federal
IA
Oct 17, 2005 REGISTERED
Notice Filings (50)
AK AL AR AZ CA CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV
Address
SIX PENN CENTER WESTSUITE 211
PITTSBURGH, PA 15276
USA
Phone: 412-249-3200