Wealth manager, public-company owned · London, United Kingdom
Interactive Advisers, Interactive Advisors
Covestor LTD · SEC-registered investment adviser · CRD 145694 · SEC 801-69224
At a glance
Interactive Advisers, Interactive Advisors is an SEC-registered investment adviser based in London, United Kingdom, with $196 million in regulatory assets under management as of its Form ADV filed March 24, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 3,432 individual clients. By Form ADV it is a wealth manager (public-company owned), ranked 5,875th of 8,915 wealth managers and 12,334th of 17,210 SEC-registered advisers by assets.
Main office +4402037879250interactiveadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $196M
- Rank among wealth managers
- #5,875 of 8,915
- Rank among all SEC RIAs
- #12,334 of 17,210
- Individual clients
- 3,432
- High-net-worth clients
- 65
- Accounts
- 3,555
- Discretionary
- 100% of AUM
- Employees
- 17
- Advisory staff
- 5
- Offices
- 4
Owners and executives on its Form ADV
- Sanjoy GhoshChief Investment Officer
- Bimal H. ShahChief Technology Officer
- Jeffrey A. RothGeneral Counsel and Chief Compliance Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Interactive Brokers LLC.
- Interactive Brokers LLC ↗CRD 36418
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 65 | $125M | 64% |
| Pooled investment vehicles | 1 | $46M | 23% |
| Individuals | 3,367 | $25M | 13% |
| Corporations or other businesses | 34 | $1M | <1% |
Private funds
Interactive Advisers, Interactive Advisors reports 1 private funds with $46M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Interactive Advisers, Interactive Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗interactiveadvisors.com ↗
AtlasMembers
The full record on Interactive Advisers, Interactive Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 5,926 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Interactive Advisers, Interactive Advisors manage?
Interactive Advisers, Interactive Advisors reports $196 million in regulatory assets under management across 3,555 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
What kind of firm is Interactive Advisers, Interactive Advisors?
Interactive Advisers, Interactive Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. A public reporting company controls it.
Who are Interactive Advisers, Interactive Advisors’s clients?
By assets, its largest client types are high-net-worth individuals ($125 million, 65 clients); pooled investment vehicles ($46 million, 1 clients); individuals ($25 million, 3,367 clients).
Does Interactive Advisers, Interactive Advisors manage private funds?
Yes. It reports 1 private funds with $46 million in gross assets, including hedge funds.
Does Interactive Advisers, Interactive Advisors have any disciplinary history?
Interactive Advisers, Interactive Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Interactive Advisers, Interactive Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →