Intervest Capital Partners LLC

RIASEC RegisteredEst. 2011
Total AUM
$689M
Discretionary
$689M
100% of AUM
Avg account
$345M
Accounts
2
Employees
38
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
159681
Registered since
December 9, 2011
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Intervest Capital Partners LLC is a privately held institutional registered investment adviser organized as an LLC and SEC-registered in 2011. The firm serves institutional clients and operates in roles beyond traditional advisory work: it functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles. Ownership is reported as a mix of domestic entity and individual ownership. Fee arrangements include assets-under-management fees, fixed fees, performance-based fees and other structures. The firm is not identified as an active ESG investor and does not report multi-state adviser status. It is not described as a capital allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Michael Gontar

    Michael Gontar

    Chief Investment OfficerCRD 6000421

  • David Tipple

    David Tipple

    Chief Operating OfficerCRD 3253063

  • Joseph Stowell Iii

    Joseph Stowell Iii

    Chief Compliance OfficerCRD 4795450

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Contacts

2 of 2
  • Robert Toan

    Robert Toan

    Executive ChairmanCRD 6000419

  • Joseph Cipolla

    Managing DirectorCRD 7896009

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
425 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth