Intervale Capital LLC is a large advisory firm based in Houston. It manages $1.16 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Massachusetts and Texas.
Intervale Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Intervale Capital LLC is $1.16 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 115% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Intervale Capital LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Intervale Capital is pooled investment vehicles with 8 clients and $1.16 billion of assets under management. Among the 8 most similar advisory firms, Intervale Capital has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.16 billion for 8 clients. None of the firm’s clients are foreign persons or businesses.
Intervale Capital also advises several private funds. Namely, eight private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
The company employs 16 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Intervale Capital LLC performs its advisory services is located at 1221 Mckinney St., Houston, TX 77010, which is also the mailing address of the firm. An additional office of the firm is in Cambridge, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 281-605-3900 or by fax 713-275-3306. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at intervalecapital.com/.