Ivesta Corp: new SEC registration, $82M AUM, New York, NY
Ivesta Corp (New York, New York): new SEC registration, $82M AUM, New York, NY. Its amount of 82 is below the median of 134 (7th percentile). Dated 280 days ago, it serves as a historical benchmark. Score 30/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 82 · 7th percentile of 1,149 NewRiaPulse records · 0.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 177 related NY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Ivesta Corp |
| Legal name | Ivesta Corp |
| CRD | 337603 |
| Status | Approved |
| Registered with the SEC | 2026-01-29 |
| Latest Form ADV filing | 2026-05-31 |
| Location | New York, NY, United States |
| Regulatory AUM | $82,000,000 |
| Accounts | 1 |
| Employees | 2 |
| Website | http://www.ivesta-fo.com |
| amount percentile | 7th of 1,149 (median 134, 0.6x median) |
| Peer records CSV (178 NY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-29
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NY first): Park Square Capital USA LP · Silver Rock Capital Partners · Alesco Advisors, LLC, An Esl Company · Bonaccord Capital Partners · S3 Capital Advisors LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Ivesta Corp and 178 New York peers
- New York NewRiaPulse records like this one: 178
- Ivesta Corp's amount: 7th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New York peer: $35,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
30 / 100 Score
- Website on file.
What is the NewRiaPulse record for Ivesta Corp in New York, New York?
Ivesta Corp received SEC registration as an investment adviser (2026-01-29) with $82,000,000 in regulatory assets under management, based in New York, NY.
How does Ivesta Corp compare to other New York NewRiaPulse records?
Its amount of 82 is below the median (7th percentile); smaller records often move faster and face less competition. It is 280 days old; check the official source for later updates before acting. Its Score of 30/100 is modest; treat it as background rather than a priority.
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.