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INTERACTIVE ADVISERS, INTERACTIVE ADVISORS
Legal name: COVESTOR LTD
CRD 145694File 801-69224
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$195.8M
Below cohort median (national)
Discretionary AUM
$195.8M
Clients
3,467
3,555 accounts
Employees
17
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 30, 2008
- Principal office
- FLOOR 12, 20 FENCHURCH STREET, LONDON, EC3M 3BY
- Phone
- 44 020 3787 9250
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $195.8M
- Discretionary AUM
- $195.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,555
- Non-discretionary accounts
- 0
- Total accounts
- 3,555
- AUM per client
- $56K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 34 | $662K |
| High net worth individuals | 65 | $124.6M |
| Pooled investment vehicles | 1 | $45.7M |
| Individuals (other than high net worth individuals) | 3,367 | $24.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- 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
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 2,638 | 3,467 | increased by829 |
| Mar 1, 2026 | AUM | $168,480,731 | $195,843,352 | increased by$27,362,621 |
| Mar 1, 2026 | Accounts | 2,716 | 3,555 | increased by839 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 17 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 997 | 2,638 | increased by1,641 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $152,099,476 | $168,480,731 | increased by$16,381,255 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,029 | 2,716 | increased by1,687 |
| Mar 1, 2022 | Employees | 16 | 18 | increased by2 |
| Mar 1, 2022 | Clients | 756 | 997 | increased by241 |
| Mar 1, 2022 | AUM | $118,607,529 | $152,099,476 | increased by$33,491,947 |
| Mar 1, 2022 | Accounts | 829 | 1,029 | increased by200 |
| Sep 1, 2021 | Employees | 17 | 16 | decreased by1 |
| Sep 1, 2021 | Clients | 669 | 756 | increased by87 |
| Sep 1, 2021 | AUM | $109,802,924 | $118,607,529 | increased by$8,804,605 |
| Sep 1, 2021 | Accounts | 739 | 829 | increased by90 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INTERACTIVE ADVISERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTERACTIVE ADVISERS” may also match similarly-named firms). Confirm identity against each filing.
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.