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Robert Winthrop Toan

Chairman And DirectorIntervest Capital Partners LLCCRD 6000419

About Robert Winthrop Toan

Robert Winthrop Toan is listed as Chairman And Director at Intervest Capital Partners LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%. Robert Winthrop Toan is associated with 5 registered advisers.

Reported ownership

Owns Under 5% of Intervest Capital Partners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Robert Winthrop Toan work?

Robert Winthrop Toan is listed as Chairman And Director at Intervest Capital Partners LLC on SEC Form ADV.

How much of Intervest Capital Partners LLC does Robert Winthrop Toan own?

Form ADV reports a beneficial ownership band of Under 5%.

Intervest Capital Partners LLC

TitleChairman And Director
OwnershipUnder 5%
Control personYes
Since2011
View Intervest Capital Partners LLC →

Triplepoint Advisers LLC

TitleManager
Ownership—
Control personYes
Since2011
View Triplepoint Advisers LLC →

Oxford Finance Advisors, LLC

TitleManager
Ownership—
Control personYes
Since2016
View Oxford Finance Advisors, LLC →

Oxford Finance Advisors, LLC

TitleManager
Ownership—
Control personYes
Since2016
View Oxford Finance Advisors, LLC →

Intervest Capital Partners LLC

TitleManager
Ownership—
Control personYes
Since2024
View Intervest Capital Partners LLC →