Intervest Capital Partners LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 159681
- Registered since
- December 9, 2011
- Website
- www.wafracapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Michael Gontar
Chief Investment OfficerCRD 6000421
David Tipple
Chief Operating OfficerCRD 3253063

Joseph Stowell Iii
Chief Compliance OfficerCRD 4795450
Contacts
2 of 2
Robert Toan
Executive ChairmanCRD 6000419
Joseph Cipolla
Managing DirectorCRD 7896009
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Newpoint Real Estate Investment Management LLC
RIANew York, NY
9yards Capital Management LP
RIANew York, NY
Moneda USA, Inc.
RIANew York, NY
Wembley Strategic Advisory LLC
RIANew York, NY
Maltese Capital Management, LLC
RIANew York, NY
Belltower Partners
RIANew York, NY