Investment adviser · CRD 145694
INTERACTIVE ADVISERS, INTERACTIVE ADVISORS
Investment adviser filing (IA)
COVESTOR LTD
LONDON, United Kingdom · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $196M Form ADV · Item 5.F
- Client accounts
- 3,555 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 65 | $124,625,104 | 63.6% |
| Pooled investment vehicles | 1 | $45,720,879 | 23.3% |
| Individuals | 3,367 | $24,835,814 | 12.7% |
| Corporations & businesses | 34 | $661,555 | 0.3% |
Filing source
Form ADV 2079421 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
FLOOR 12, 20 FENCHURCH STREETLONDON, EC3M 3BY, United Kingdom
CRD 145694
Filing source
Form ADV 2079421 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.