Investivist, LLC (Vancouver)

Name: Investivist, LLC
Address: 1220 Main Street Suite 400, Vancouver, WA, 98660
Telephone: (888) 611-1317

Investivist, LLC is an internet adviser based in Vancouver. It manages $11.42 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, New York, Oregon, and Washington.

Investivist provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, educational seminars and workshops, and technology services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investivist: assets under management

The assets under management (AUM) of Investivist, LLC is $11.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $335.91 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 86% of the total AUM. The second-largest asset type is exchange traded securities, which make up 7% of the firm’s portfolio. Investments in investment grade corporate bonds form 5% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investivist, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Investivist serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Investivist is high net worth individuals with 12 clients and $10.77 million of assets under management. Among the 1 most similar advisory firms, Investivist has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $11.42 million for 15 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Investivist doesn't advise any private funds.

Careers at Investivist, LLC

The company employs 2 people that are either part- or full-time employees. 100 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Salvatore Joseph Timperio	Managing member & chief compliance officer	1 Jun 2016	75% - 100%	4204844

Based in Vancouver

The principal office where Investivist, LLC performs its advisory services is located at 1220 Main Street Suite 400, Vancouver, WA 98660, which is also the mailing address of the firm. An additional office of the firm is in Portland, OR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (888) 611-1317 or by fax (888) 611-1318. The normal business hours are 9:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at investivist.com.