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IVESTA CORP
CRD 337603File 801-134671
APPROVED
Disclosure events
Filing as of May 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$82.0M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $82.0M
Clients
1
1 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 29, 2026
- Principal office
- 1230 AVENUE OF THE AMERICAS, NEW YORK, NY, 10023
- Phone
- 917-864-0407
- Website
- http://www.ivesta-fo.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $82.0M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $82.0M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1
- Total accounts
- 1
- AUM per client
- $82.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $82.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Registration | APPROVED-120 | APPROVED | |
| Jun 1, 2026 | Employees | 1 | 2 | increased by1 |
| Jun 1, 2026 | AUM | $0 | $82,000,000 | increased by$82,000,000 |
| Jun 1, 2026 | Accounts | 0 | 1 | increased by1 |
| Feb 1, 2026 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IVESTA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IVESTA” 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.