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Intervest Ltd

● SEC registered since 1986CRD 104614SEC# 801-26390Chevy Chase, MD
Export (members)
Reg. AUM
$209.4M
Employees
5
Accounts
306
Location
Chevy Chase, MD

Intervest Ltd assets under management

Intervest Ltd operates as an SEC-registered investment adviser based in Chevy Chase, MD. The firm has been registered since 1986. It reports $209.4 million in regulatory assets under management and employs 5 people.

Intervest Ltd owners & executives

2 reported
NameTitleOwnershipSince
Hunter Joyner Schoenfeld ControlDirectorUnder 5%1999
Richard Holleman Schoenfeld ControlPresident, Chief Compliance OfficerOver 75%1991

Frequently asked questions

How much does Intervest Ltd manage?

Intervest Ltd reports $209.4 million in regulatory assets under management on its Form ADV.

How many employees does Intervest Ltd have?

Intervest Ltd reports 5 employees.

Where is Intervest Ltd located?

Intervest Ltd is based in Chevy Chase, MD and has been SEC-registered since 1986.

Does Intervest Ltd disclose fund performance?

Intervest Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 Wisconsin Circle, Suite 910, Chevy Chase, MD 20815-7040
Phone301-951-4455
Fax301-652-2516
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$126.3M
Non-discretionary$83.1M
Total (RAUM)$209.4M