Bank / Wealth / TrustRIA · CRD 159681SEC-Registered

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InterVest

InterVest is an SEC-registered investment adviser in NEW YORK, NY, registered since 2011. The firm manages approximately $689 million in regulatory assets.

InterVest logo

InterVest

InterVest is an SEC-registered investment adviser in NEW YORK, NY, registered since 2011. The firm manages approximately $689 million in regulatory assets. It has 38 employees and 22 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

1986

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Chevy Chase

Corporate office

Chevy Chase, MD, United States

Frequently asked questions

What investment stages does InterVest typically target?

InterVest spans the corporate lifecycle from seed and start-up venture rounds to expansion-stage growth equity, late-stage venture, and buyout acquisitions. The firm also executes direct secondary transactions, purchasing existing stakes from selling shareholders rather than investing in primary financing rounds. This multi-stage approach under one roof is operationally uncommon outside large institutional platforms.

How does InterVest source deal flow?

InterVest maintains no public marketing presence, suggesting reliance on proprietary networks, founder relationships, and direct origination. The absence of a visible website promoting portfolio companies or a deal pipeline indicates the firm prioritizes discreet, relationship-driven sourcing over broadly marketed transactions. The direct secondaries capability further provides deal flow from shareholders seeking liquidity rather than companies actively fundraising.

Is InterVest structured as a family office or an institutional fund manager?

InterVest's precise legal structure and capital base are not publicly disclosed. It is classified as an asset manager with a bank, wealth, or trust affiliation by research records, but it does not market itself as a family office and does not publish fund structures or limited partnership details. This opacity leaves its institutional architecture — independent sponsor, family-backed vehicle, or committed-capital fund — unconfirmed as of public record.

What is InterVest's known posture on co-investments alongside external GPs?

Publicly available information does not specify whether InterVest co-invests alongside other general partners or operates solely as a principal investor. Given its direct secondaries practice and multi-stage mandate, the firm likely acts as a principal in most transactions, but no explicit co-investment policy has been documented.

Does InterVest participate in fund commitments or only direct deals?

Available firm descriptions indicate a focus on direct transactions — early-stage venture, buyouts, and direct secondaries — rather than fund-of-funds commitments. There is no public evidence that InterVest allocates capital as a limited partner into external funds, distinguishing it from diversified allocators.

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