INTERVEST CAPITAL PARTNERS LLC
CRD #159681 SEC #801-72908 NEW YORK, NY 212-377-0030
SEC Registered
Total AUM
$774.5M
Discretionary
$774.5M
Employees
38
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $774.5M | $774.5M | $0 | 38 | 0 |
| Jul 2024 | $512.1M | $512.1M | $0 | 32 | 0 |
| Mar 2024 | $512.1M | $512.1M | $0 | 32 | 0 |
| Sep 2023 | $265.7M | $265.7M | $0 | 30 | 0 |
| Sep 2023 | $265.7M | $265.7M | $0 | 30 | 0 |
| Mar 2023 | $265.7M | $265.7M | $0 | 30 | 0 |
| Oct 2022 | $202.7M | $202.7M | $0 | 24 | 0 |
| Aug 2022 | $202.7M | $202.7M | $0 | 24 | 0 |
| Mar 2022 | $202.7M | $202.7M | $0 | 24 | 0 |
| Dec 2021 | $643.8M | $643.8M | $0 | 23 | 0 |
| Sep 2021 | $643.8M | $643.8M | $0 | 23 | 0 |
| Mar 2021 | $643.8M | $643.8M | $0 | 23 | 0 |
| Mar 2020 | $307M | $307M | $0 | 25 | 0 |
| Mar 2019 | $288.3M | $288.3M | $0 | 25 | 38 |
| Dec 2018 | $371.6M | $371.6M | $0 | 20 | 37 |
| Sep 2018 | $371.6M | $371.6M | $0 | 20 | 37 |
| Mar 2018 | $371.6M | $371.6M | $0 | 20 | 37 |
| Aug 2017 | $625.2M | $463.1M | $162.1M | 22 | 26 |
| Jul 2017 | $625.2M | $463.1M | $162.1M | 22 | 26 |
| Mar 2017 | $625.2M | $463.1M | $162.1M | 22 | 26 |
| Mar 2016 | $968M | $808M | $160M | 18 | 26 |
| Dec 2015 | $726.6M | $707.4M | $19.2M | 19 | 26 |
| Jul 2015 | $726.6M | $707.4M | $19.2M | 19 | 26 |
| May 2015 | $726.6M | $707.4M | $19.2M | 19 | 26 |
| Mar 2015 | $726.6M | $707.4M | $19.2M | 19 | 26 |
| Mar 2015 | $561.4M | $465.4M | $96M | 14 | 26 |
| Feb 2015 | $561.4M | $465.4M | $96M | 14 | 26 |
| Apr 2014 | $561.4M | $465.4M | $96M | 14 | 26 |
| Apr 2013 | $785M | $646.3M | $138.6M | 14 | 26 |
| Jan 2012 | $635.5M | $388.1M | $247.4M | -- | 0 |
DateMar 2025
Total AUM$774.5M
Discretionary$774.5M
Non-Disc.$0
Employees38
Clients0
DateJul 2024
Total AUM$512.1M
Discretionary$512.1M
Non-Disc.$0
Employees32
Clients0
DateMar 2024
Total AUM$512.1M
Discretionary$512.1M
Non-Disc.$0
Employees32
Clients0
DateSep 2023
Total AUM$265.7M
Discretionary$265.7M
Non-Disc.$0
Employees30
Clients0
DateSep 2023
Total AUM$265.7M
Discretionary$265.7M
Non-Disc.$0
Employees30
Clients0
DateMar 2023
Total AUM$265.7M
Discretionary$265.7M
Non-Disc.$0
Employees30
Clients0
DateOct 2022
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees24
Clients0
DateAug 2022
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees24
Clients0
DateMar 2022
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees24
Clients0
DateDec 2021
Total AUM$643.8M
Discretionary$643.8M
Non-Disc.$0
Employees23
Clients0
DateSep 2021
Total AUM$643.8M
Discretionary$643.8M
Non-Disc.$0
Employees23
Clients0
DateMar 2021
Total AUM$643.8M
Discretionary$643.8M
Non-Disc.$0
Employees23
Clients0
DateMar 2020
Total AUM$307M
Discretionary$307M
Non-Disc.$0
Employees25
Clients0
DateMar 2019
Total AUM$288.3M
Discretionary$288.3M
Non-Disc.$0
Employees25
Clients38
DateDec 2018
Total AUM$371.6M
Discretionary$371.6M
Non-Disc.$0
Employees20
Clients37
DateSep 2018
Total AUM$371.6M
Discretionary$371.6M
Non-Disc.$0
Employees20
Clients37
DateMar 2018
Total AUM$371.6M
Discretionary$371.6M
Non-Disc.$0
Employees20
Clients37
DateAug 2017
Total AUM$625.2M
Discretionary$463.1M
Non-Disc.$162.1M
Employees22
Clients26
DateJul 2017
Total AUM$625.2M
Discretionary$463.1M
Non-Disc.$162.1M
Employees22
Clients26
DateMar 2017
Total AUM$625.2M
Discretionary$463.1M
Non-Disc.$162.1M
Employees22
Clients26
DateMar 2016
Total AUM$968M
Discretionary$808M
Non-Disc.$160M
Employees18
Clients26
DateDec 2015
Total AUM$726.6M
Discretionary$707.4M
Non-Disc.$19.2M
Employees19
Clients26
DateJul 2015
Total AUM$726.6M
Discretionary$707.4M
Non-Disc.$19.2M
Employees19
Clients26
DateMay 2015
Total AUM$726.6M
Discretionary$707.4M
Non-Disc.$19.2M
Employees19
Clients26
DateMar 2015
Total AUM$726.6M
Discretionary$707.4M
Non-Disc.$19.2M
Employees19
Clients26
DateMar 2015
Total AUM$561.4M
Discretionary$465.4M
Non-Disc.$96M
Employees14
Clients26
DateFeb 2015
Total AUM$561.4M
Discretionary$465.4M
Non-Disc.$96M
Employees14
Clients26
DateApr 2014
Total AUM$561.4M
Discretionary$465.4M
Non-Disc.$96M
Employees14
Clients26
DateApr 2013
Total AUM$785M
Discretionary$646.3M
Non-Disc.$138.6M
Employees14
Clients26
DateJan 2012
Total AUM$635.5M
Discretionary$388.1M
Non-Disc.$247.4M
Employees--
Clients0