MICROVEST CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2010

Total AUM

$140M

Discretionary

$139M

99% of AUM

Avg account

$23.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Washington, District of Columbia
CRD number: 153395
Registered since: August 12, 2010
Website: microvest.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Microvest Capital Management is an LLC that operates as a hedge-fund manager and adviser to institutional investors. The firm is SEC-registered (since 2010) and functions in roles typical of a sponsor/GP and commodity pool operator or commodity trading adviser, managing pooled investment vehicles and providing portfolio management services to other pooled vehicles as well as to businesses and institutions. Ownership is described as a combination of a domestic entity and an individual, and the adviser is affiliated with at least one related adviser. The firm’s client base is primarily institutional. Its fee model mixes percentage-of-AUM charges with fixed fees and performance-based fees, consistent with active management of pooled funds. Microvest does not identify as an active ESG investor, and it is not a multi-state or newly formed adviser.