← Directory
INTERVEST LTD
CRD 104614File 801-26390
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$247.0M
Below cohort median (national)
Discretionary AUM
$131.5M
Non-discretionary $115.5M
Clients
175
339 accounts
Employees
5
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 10, 1986
- Principal office
- 2 WISCONSIN CIRCLE, SUITE 910, CHEVY CHASE, MD, 20815-7040
- Phone
- 301-951-4455
- Website
- HTTP://WWW.INTERVESTLTD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $247.0M
- Discretionary AUM
- $131.5M
- Non-discretionary AUM
- $115.5M
- Discretionary accounts
- 135
- Non-discretionary accounts
- 204
- Total accounts
- 339
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $572K |
| High net worth individuals | 105 | $227.4M |
| Individuals (other than high net worth individuals) | 70 | $19.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.