← Tributary

INTERVEST CAPITAL PARTNERS LLC

NEW YORK, NY · CRD 159681 · IAPD ↗ · 212-377-0030

$689.3MRegulatory AUM
22Advisory reps
38Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

58
April 2025 — INTERVEST CAPITAL PARTNERS LLC reported RAUM up 51% ($512.1M -> $774.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
33
April 2024 — INTERVEST CAPITAL PARTNERS LLC filed an Item 4A succession naming INTERVEST CAPITAL PARTNERS INC. (CRD 159681) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
43
April 2024 — INTERVEST CAPITAL PARTNERS LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2024 — INTERVEST CAPITAL PARTNERS INC. is now doing business as INTERVEST CAPITAL PARTNERS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
April 2024 — INTERVEST CAPITAL PARTNERS LLC crossed $500M in regulatory AUM ($265.7M -> $512.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
62
April 2024 — INTERVEST CAPITAL PARTNERS LLC grew from 17 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.