INTERVEST CAPITAL PARTNERS LLC

Overview

Intervest Capital Partners LLC is a limited liability company that acts primarily as an institutional manager focused on pooled investment vehicles and sponsored private investments. The firm is SEC-registered since 2011 and operates as a CPO/CTA and portfolio manager for pooled vehicles, which signals a focus on fund-level management rather than retail advisory. Its client base is institutional, and its organizational activity includes acting as sponsor, general partner and managing member of pooled vehicles as well as maintaining relationships as a real estate broker and an investment adviser to other vehicles. Investment activity is tilted toward private and alternative strategies rather than a broad retail lineup. The firm uses a mix of fee structures — percentage of AUM, fixed fees, and performance-based fees — that align with closed-end funds, partnerships or separate accounts where performance fees for outperformance are customary. Intervest is not classified as an active ESG investor. It is not positioned as a capital allocator in the sense of a fund-of-funds, but it does place capital with third-party managers in specific alternative sleeves.

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