SEC-Registered Investment Adviser
Interactive Advisers, Interactive Advisors
Legal name: Covestor LTD
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 24, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- May 30, 2008
- Principal office
- Floor 12, 20 Fenchurch Street, London Ec3m 3by
- Organized as
- Corporation
- Fiscal year end
- December
- Other offices
- 3
Scale
- Regulatory AUM
- $195.8M
- Attributable to non-US clients
- $3.2M
- Accounts
- 3,555
- Clients
- 0
- Employees
- 17, 5 in advisory roles
- Private funds advised
- 1
- Private fund gross assets
- $45.7M
- Fund types
- 1 hedge funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $40.0M reported sold across them
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- individuals (other than high net worth) (3,367); high net worth individuals (65); pooled investment vehicles (1); corporations or other businesses (34)
- Related persons include
- a broker-dealer, another investment adviser, a futures commission merchant and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 broker-dealer, 1 investment adviser
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 24, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.