INTERACTIVE ADVISERS, INTERACTIVE ADVISORS

Legal name: COVESTOR LTD

CRD 145694File 801-69224

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$195.8M

Below cohort median (national)

Discretionary AUM

$195.8M

Clients

3,467

3,555 accounts

Employees

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
Website: https://www.linkedin.com/company/interactiveadvisors

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, 5G

Compensation

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 11

This 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.