Ivesta Corp
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 337603
· SEC file 801-134671
· New York, NY
· www.ivesta-fo.com
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ADV data as of May 31, 2026
- Regulatory AUM
- $82.0M
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $82.0M
- Accounts
- 1
- Employees
- 2
AUM over time
$0
$82.0M
Oct 1, 2025
May 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Corporations and other businesses | 1 | $82.0M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/31/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Société Générale Luxembourg $45.0M (55% of AUM) May 2026
- Societe Generale Luxembourg $45.0M (55% of AUM) May 2026
- Bgl Bnp Paribas $23.0M (28% of AUM) May 2026
- Citibank $14.0M (17% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 31, 2026.
View current Form ADV (SEC/IAPD) ↗