Intervale Capital LLC

Intervale Capital LLC (CRD# 161464) is a financial advisory firm headquartered in Cambridge, MA. They manage $865,533,000 in 8 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    866
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $108,191,625
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Intervale Capital LLC
Showing 1 - 2 of 2 top financial advisors.
1
William P. Connelly
CRD#: 5175733
1221 Mckinney Street, Suite 4100, Houston, TX 77010
87
Wealthminder
score

William Connelly (CRD# 5175733) is an Investment Advisor Representative working at Intervale Capital LLC in Houston, TX and has 1 year of experience in the finance industry.

2
Jason R. Turowsky
CRD#: 4433472
1221 Mckinney Street, Suite 4100, Houston, TX 77010
87
Wealthminder
score

Jason Turowsky (CRD# 4433472) is an Investment Advisor Representative working at Intervale Capital LLC in Houston, TX and has 1 year of experience in the finance industry.

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