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MICROVEST CAPITAL MANAGEMENT
Legal name: MICROVEST CAPITAL MANAGEMENT, LLC
CRD 153395File 801-71725
APPROVED
Custody
Filing as of Apr 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$140.3M
Bottom 25% of cohort (national)
Discretionary AUM
$139.3M
Non-discretionary $909K
Clients
6
6 accounts
Employees
7
Bottom 25% of cohort in DC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 12, 2010
- Principal office
- 1500 K STREET NW, SUITE 375, WASHINGTON, DC, 20005
- Phone
- 202-450-1630
- Website
- http://www.microvest.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $140.3M
- Discretionary AUM
- $139.3M
- Non-discretionary AUM
- $909K
- Discretionary accounts
- 5
- Non-discretionary accounts
- 1
- Total accounts
- 6
- AUM per client
- $23.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $140.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
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
- Yes
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.