Intervale Capital LLC

Intervale Capital LLC (CRD# 161464) is a financial advisory firm headquartered in Cambridge, MA. They manage $867,621,000 in 8 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    868
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $108,452,625
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
No Advisor Found.
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