Data / Investment advisers / New York / Ivesta Corp
Ivesta Corp, New York, NY: $82 million AUM, SEC registered investment adviser
Ivesta Corp is an SEC registered investment adviser with its main office in New York, New York and reports $82 million in regulatory assets under management in its Form ADV filed May 31, 2026. Its clients include corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 337603
- SEC file number
- 801-134671
- SEC status
- Approved, effective January 29, 2026
- Main office
- 1230 Avenue of the Americas, New York, NY 10023
- Phone
- (917) 864-0407
- Website
- ivesta-fo.com
- Regulatory AUM
- $82,000,000 in the Form ADV filed May 31, 2026
- Non discretionary AUM
- $82,000,000
- Accounts
- 1
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- May 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 1 | $82 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $82 million | May 31, 2026 |
| February 2, 2026 | Not listed | December 23, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Welara | New York | $83.7 million | Not listed | adviserinfo.sec.gov |
| Parataxis Capital Management LLC | New York | $83.7 million | 7 | adviserinfo.sec.gov |
| Double Duty Money Management LLC | New York | $83.7 million | Not listed | adviserinfo.sec.gov |
| Northstar Capital Funds, LLC | New York | $83.3 million | 1 | adviserinfo.sec.gov |
| Lumiere Financial | New York | $82.7 million | 1 | adviserinfo.sec.gov |
| Dasta Investments LLC | New York | $81.8 million | Not listed | adviserinfo.sec.gov |
| Betteredge Capital LLC | New York | $81.4 million | Not listed | adviserinfo.sec.gov |
| Abernathy Group II LLC | New York | $80.2 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $50 million to $100 million in AUM
- Advisers serving corporations and other businesses
- Ivesta Corp on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.