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Intervest LTD

Intervest LTD. CRD 104614

I

CRD: 104614

Intervest LTD

Chevy Chase, MD, 20815
3019514455
www.intervestltd.com
$247.0M Total AUM
$131.5M Disc. AUM
18.7% 3Y CAGR
5 Employees
321 ADV. Clients
40 yrs Firm Age

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Firm Details

Custodian
SEI
Clients
Retail and Institutional
Platforms
Bridge meridianGlacier quantum
Established Date
02-10-1986
Office Locations
1

Office Locations

2 Wisconsin Circle Suite 910 Chevy Chase MD

About Intervest LTD

InterVest, Ltd. is a Chevy Chase, MD registered investment adviser providing personalized financial planning and portfolio management for individuals and select institutions, often around retirement and other life transitions. The firm emphasizes long-term, goal-based strategies with asset allocation and risk management, using vehicles such as ETFs and mutual funds, and works with SEI as a custodian/platform.

Team overview

62 AVG AGE
$123.5M AVG AUM / ADVISOR
$769.3K AVG AUM / CLIENT
27.6 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
40yrs Firm Age

Insights

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Asset Classes

Timber wave

Custodian

Unison element Legacy Beacon Zenith

Investment Themes

Vital Bridge Legacy zenith

Investment Vehicles

Momentum Fusion beacon

Services

Eagle Radial momentum Focus Frontier Momentum foundation Prime timber Vertex capital

Technology

Ember pathway Horizon

Owner & Executives

R

RICHARD HOLLEMAN SCHOENFELD

Chief Compliance Officer, President

CRD
#1454540
Ownership
75% or more
(201) 713-4883
capital.zenith@timbercapital.com
in linkedin.com/in/meridian-vertex
H

HUNTER JOYNER SCHOENFELD

DIRECTOR, President

CRD
--
Ownership
Less than 5%
(281) 201-4776
alpha.value@pioneercapital.com
in linkedin.com/in/north-radial

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Contacts

J

JOHN LAING BOWLES JR.

Principal, Vice President

CRD
#5283742
(438) 963-5939
capital.insight@northcapital.com
in linkedin.com/in/meridian-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-14-2022
03-31-2023
03-29-2024
03-31-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $131,457,519 $973,759
Non-Discretionary $115,492,668 $566,141
Total $246,950,187 $728,467

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Separately Managed Accounts

Total SMA Asset: $246,950,187

$247.0M Total SMA
Equity - OTC:
16.8%
Equity - Exchange:
26.7%
Corporate - Investment Grade:
12.4%
Municipal Bonds:
19.1%
U.S. Government/Agency:
25.0%
Asset class Assets Assets %
Equity - OTC $105,361,243 16.8%
Equity - Exchange $167,449,119 26.7%
Corporate - Investment Grade $77,766,632 12.4%
Municipal Bonds $119,785,699 19.1%
U.S. Government/Agency $156,787,565 25.0%
Total $627,150,258 100.0%

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