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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTERACTIVE ADVISERS, INTERACTIVE ADVISORS

COVESTOR LTD, CRD 145694

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:61cd74b8-ffbe-2d60-4d29-673953cb50a5

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 0
Observed: Jan 26, 2012 to Mar 24, 2026
53 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.76 fund_share=0.23 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $196MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $196M
Private client RAUM: $149MderivedItem 5.D individuals plus high net worth individuals
Private client share: 76%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $65.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 5
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 3,555
Individual clients: 3,367
High net worth clients: 65
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-69224
CRD: 145694
Filings on the tape: 53
First filed: Jan 26, 2012
Latest filed: Mar 24, 2026
Organised: Corporation

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SANJOY GHOSH	n/a	BOSTON, MA	11	13	n/a	no
JOHN RAYMOND DAHLSTROM	n/a	BOSTON, MA	10	16	n/a	no
Jennifer Mitton	n/a	Boston, MA	6	10	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
INTERACTIVE ADVISORS MULTI-MANAGER ONSHORE FUND, LP	Hedge Fund	$36.8M	Feb 23, 2024	1	Feb 25, 2022	reported	021-432110

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COVESTOR, INC.	Owner	E	yes	03/2008	Jan 26, 2012	Feb 23, 2024
GHOSH, SANJOY	CHIEF INVESTMENT OFFICER	Na	yes	05/2013	Jul 24, 2013	Feb 23, 2024
INTERACTIVE BROKERS GROUP	Shareholder	E	yes	04/2015	Jun 1, 2015	Feb 23, 2024
SHAH, BIMAL, HARIVALLABH	CHIEF TECHNOLOGY OFFICER	Na	yes	09/2008	Jan 9, 2014	Feb 23, 2024
IGNAT, ANA-MARIA	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	Na	no	11/2015	Oct 30, 2015	Feb 23, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INTERACTIVE BROKERS LLC	n/a	n/a	n/a	N	yes	Ct
INTERACTIVE VENTURE PARTNERS LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Boston	Ma	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$196M	$196M	17	5	3	1	n/a
2024	Mar 31, 2025	$168M	$168M	17	5	1	1	n/a
2023	Feb 23, 2024	$153M	$153M	17	5	1	1	$36.8M
2022	Mar 17, 2023	$135M	$135M	17	5	1	1	$31.2M
2021	Feb 25, 2022	$152M	$152M	18	6	1	1	$39.1M
2020	Mar 26, 2021	$110M	$110M	17	7	1	n/a	n/a
2019	Mar 30, 2020	$65.1M	$65.1M	16	7	1	n/a	n/a
2018	Mar 29, 2019	$83.3M	$83.3M	18	7	1	n/a	n/a
2017	Mar 23, 2018	$75.8M	$75.8M	17	4	1	n/a	n/a
2016	Feb 17, 2017	$57.5M	$57.5M	15	4	n/a	n/a	n/a
2015	Mar 30, 2016	$12.8M	$12.8M	20	5	n/a	n/a	n/a
2014	Mar 27, 2015	$31.4M	$31.4M	27	5	n/a	n/a	n/a
2013	Jul 24, 2013	$14.3M	$14.3M	30	5	n/a	n/a	n/a
2012	Jun 1, 2012	$11.8M	$11.8M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$196M	$168M	16.2%	$135M	13.2%	17	17	3	1

Relationships

Advises (1)

→ INTERACTIVE ADVISORS MULTI-MANAGER ONSHORE FUND, LPPrivate fundHedge Fund, IA
Feb 25, 2022 to presentfactForm ADV

Registered with (5)

← Jennifer MittonAdvisorregistration: current employment
Aug 11, 2020 to presentfactForm ADV
← JOHN RAYMOND DAHLSTROMAdvisorregistration: current employment
Nov 24, 2015 to presentfactForm ADV
← SANJOY GHOSHAdvisorregistration: current employment
Nov 3, 2014 to presentfactForm ADV
← Kimberly R ClouseAdvisorregistration: previous registration
Oct 8, 2013 to May 1, 2015factForm ADV
← GARY GRIGORIANAdvisorregistration: previous registration
May 10, 2013 to Mar 5, 2015factForm ADV

Controls (4)

← GHOSH, SANJOYOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Jul 24, 2013 to Feb 23, 2024factForm ADV
← SHAH, BIMAL, HARIVALLABHOwnerCHIEF TECHNOLOGY OFFICER, ownership code NA, individual
Jan 9, 2014 to Feb 23, 2024factForm ADV
← COVESTOR, INC.OwnerOWNER, ownership code E, domestic entity
Jan 26, 2012 to Feb 23, 2024factForm ADV
← INTERACTIVE BROKERS GROUPOwnerSHAREHOLDER, ownership code E, domestic entity
Jun 1, 2015 to Feb 23, 2024factForm ADV

Owns (1)

← IGNAT, ANA-MARIAOwnerGENERAL COUNSEL & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 30, 2015 to Feb 23, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:61cd74b8-ffbe-2d60-4d29-673953cb50a5
First observed: Jan 26, 2012
Last observed: Mar 24, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTERACTIVE ADVISERS, INTERACTIVE ADVISORS

COVESTOR LTD, CRD 145694

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:61cd74b8-ffbe-2d60-4d29-673953cb50a5

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SANJOY GHOSH

n/a

BOSTON, MA

n/a

JOHN RAYMOND DAHLSTROM

n/a

BOSTON, MA

n/a

Jennifer Mitton

n/a

Boston, MA

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

INTERACTIVE ADVISORS MULTI-MANAGER ONSHORE FUND, LP

Hedge Fund

$36.8M

Feb 23, 2024

Feb 25, 2022

reported

021-432110

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COVESTOR, INC.

Owner

yes

03/2008

Jan 26, 2012

Feb 23, 2024

GHOSH, SANJOY

CHIEF INVESTMENT OFFICER

yes

05/2013

Jul 24, 2013

Feb 23, 2024

INTERACTIVE BROKERS GROUP

Shareholder

yes

04/2015

Jun 1, 2015

Feb 23, 2024

SHAH, BIMAL, HARIVALLABH

CHIEF TECHNOLOGY OFFICER

yes

09/2008

Jan 9, 2014

Feb 23, 2024

IGNAT, ANA-MARIA

GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER

11/2015

Oct 30, 2015

Feb 23, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INTERACTIVE BROKERS LLC

n/a

yes

INTERACTIVE VENTURE PARTNERS LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Boston

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$196M

n/a

2024

Mar 31, 2025

$168M

n/a

2023

Feb 23, 2024

$153M

$36.8M

2022

Mar 17, 2023

$135M

$31.2M

2021

Feb 25, 2022

$152M

$39.1M

2020

Mar 26, 2021

$110M

n/a

2019

Mar 30, 2020

$65.1M

n/a

2018

Mar 29, 2019

$83.3M

n/a

2017

Mar 23, 2018

$75.8M

n/a

2016

Feb 17, 2017

$57.5M

n/a

2015

Mar 30, 2016

$12.8M

n/a

2014

Mar 27, 2015

$31.4M

n/a

2013

Jul 24, 2013

$14.3M

n/a

2012

Jun 1, 2012

$11.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$196M

$168M

16.2%

$135M

13.2%