Intervest Capital Partners Llc
- Regulatory AUM
- $689M
- Discretionary
- $689M
- Clients
- 2
- Avg AUM / client
- $345M
- Accounts
- 2
- Employees
- 38
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $689M | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gontar, Michael, Nmn | Chief Executive Officer And Director | Jan 2011 (16y) | Less than 5% | |
| Tipple, David, Russell | Chief Operating Officer | Jan 2011 (16y) | Less than 5% | |
| Toan, Robert, Winthrop | Chairman And Director | Jan 2011 (16y) | Less than 5% | |
| Stowell Iii, Joseph, Francis | Chief Compliance Officer | Sep 2018 (8y) | Less than 5% | |
| Tenenbayev, Stanislav, Nmn | Chief Investment Officer | Sep 2022 (4y) | Less than 5% | |
| Cipolla, Joseph, Johnston | Managing Director / General Counsel | May 2023 (3y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Intervest Consolidated Holdings Llc | Direct Owner | Jan 2024 | A | 75% or more |
| Icp Topco Holdings Llc | Direct Owner | Jan 2024 | B | ≈ 56.25% – 100% via Intervest Consolidated Holdings Llc |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Icp Topco Holdings Llc: 75% – 100% of Intervest Consolidated Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • A PERCENTAGE OF CAPITAL COMMITTED OR CONTRIBUTED
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗