SourcingSourcing

INTERVEST CAPITAL PARTNERS LLC

C30
CRD 159681·SEC 801-72908·NEW YORK, NY
AUM
$689.3M
$500M-$1B
Est. Revenue
$6.9M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTERVEST CAPITAL PARTNERS LLC
CRD
159681
SEC file #
801-72908
EIN
—
DBA names
—

Economics

AUM
$689.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$288.3M → $689.3M▲ +139%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
38
Advisory staff (per ADV)
22
Advisory staff (5-yr trend)
'20'26
12 advisors → 22 advisors▲ +83%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/intervest-capital-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INTERVEST CONSOLIDATED HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
INTERVEST CONSOLIDATED HOLDINGS LLC
CIPOLLA, JOSEPH, JOHNSTON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:intervest.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
27
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Bny Mellon1
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
CIPOLLA, JOSEPH, JOHNSTON
Executive Officer · 2.5%
7896009
GONTAR, MICHAEL, NMN
Executive Officer · 2.5%
6000421
STOWELL III, JOSEPH, FRANCIS
Executive Officer · 2.5%
4795450
TENENBAYEV, STANISLAV, NMN
Executive Officer · 2.5%
6264815
TIPPLE, DAVID, RUSSELL
Executive Officer · 2.5%
3253063
TOAN, ROBERT, WINTHROP
Executive Officer · 2.5%
6000419