INTERVEST CAPITAL PARTNERS LLC
Latest filing: Mar 31, 2025 (107 days ago)
AUM
$774,458,428
51% change vs. 1 year ago
282% change vs. 3 years ago
152% change vs. 5 years ago
7% change vs. 10 years ago
Employee Count
38
19% change vs. 1 year ago
58% change vs. 3 years ago
52% change vs. 5 years ago
100% change vs. 10 years ago
Main Office
NEW YORK, NY
425 PARK AVENUE, NEW YORK, NY, UNITED STATES, 10022
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.8 |
| Non-Discretionary | $0.0 |
| Total | $0.8 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.8 |
| Institutional | $0.0 |
| Total | $0.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TRIPLEPOINT ADVISERS LLC | $1.3 | 168948 | |
| MG VENTURES EQUITY PLLC | $0.0 | - | |
| MG STEPHENSONS LLC | $0.0 | - | |
| MG KEYSTONE VENTURES LLC | $0.0 | - | |
| MG GAIN VENTURES LLC | $0.0 | - | |
| MG APF VENTURES LLC | $0.0 | - | |
| ICP HOLDINGS CORP | $0.0 | - | |
| MG MCM VENTURES LLC | $0.0 | - | |
| BARBARIAN CAPITAL LLC | $0.0 | - | |
| MG RE VENTURES 1 LLC | $0.0 | - | |
| MG INDIGO VENTURES LLC | $0.0 | - | |
| MG PETROSTEM VENTURES LLC | $0.0 | - | |
| MG CRESSCREEK VENTURES LLC | $0.0 | - | |
| INTERVEST LTD. | $0.0 | - | |
| MG PACES VENTURES LLC | $0.0 | - | |
| 345 REALTY SERVICES, INC. | $0.0 | - | |
| OXFORD FINANCE LLC | $0.0 | - | |
| MG ENCORE VENTURES LLC | $0.0 | - | |
| MG EASTWARD INVESTORS LLC | $0.0 | - | |
| INTERVEST LP | $0.0 | - | |
| INTERVEST CAPITAL PARTNERS SARL | $0.0 | - | |
| MG ZEST VENTURES LLC | $0.0 | - | |
| MG OXFORD VENTURES | $0.0 | - | |
| INTERVEST PARTNERS, L.P. | $0.0 | - | |
| MG DEVON INVESTORS LLC | $0.0 | - | |
| MG MARITIME VENTURES LLC | $0.0 | - | |
| ROBERT TOAN | $0.0 | - | |
| MICHAEL GONTAR | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
10 active
| Name | Title |
|---|---|
| TOAN, ROBERT, WINTHROP | CHAIRMAN AND DIRECTOR, MANAGER |
| GONTAR, MICHAEL, NMN | CHIEF EXECUTIVE OFFICER AND DIRECTOR, MANAGER |
| TIPPLE, DAVID, RUSSELL | CHIEF OPERATING OFFICER |
| STOWELL III, JOSEPH, FRANCIS | CHIEF COMPLIANCE OFFICER |
| TENENBAYEV, STANISLAV, NMN | CHIEF INVESTMENT OFFICER |
| CIPOLLA, JOSEPH, JOHNSTON | MANAGING DIRECTOR / GENERAL COUNSEL |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.8 | $0.0 | 0% | 38 | 0 | 0% |
| 2025-04-21 | $0.8 | $0.0 | 0% | 38 | 0 | 0% |
| 2024-04-02 | $0.5 | $0.3 | 51% | 32 | 6 | 19% |
| 2023-04-04 | $0.3 | $0.5 | 191% | 30 | 8 | 27% |
| 2022-04-01 | $0.2 | $0.6 | 282% | 24 | 14 | 58% |
| 2021-04-05 | $0.6 | $0.1 | 20% | 23 | 15 | 65% |
| 2020-04-01 | $0.3 | $0.5 | 152% | 25 | 13 | 52% |
| 2019-04-01 | $0.3 | $0.5 | 169% | 25 | 13 | 52% |
| 2018-04-02 | $0.4 | $0.4 | 108% | 20 | 18 | 90% |
| 2017-04-01 | $0.6 | $0.1 | 24% | 22 | 16 | 73% |
| 2016-04-01 | $1.0 | -$0.2 | -20% | 18 | 20 | 111% |
| 2015-04-01 | $0.7 | $0.0 | 7% | 19 | 19 | 100% |
| 2014-04-01 | $0.6 | $0.2 | 38% | 14 | 24 | 171% |
| 2013-04-01 | $0.6 | $0.1 | 22% | 13 | 25 | 192% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV