Private fund adviser · Washington, DC
Microvest Capital Management
Microvest Capital Management, LLC · SEC-registered investment adviser · CRD 153395 · SEC 801-71725
At a glance
Microvest Capital Management is an SEC-registered investment adviser based in Washington, District of Columbia, with $140 million in regulatory assets under management as of its Form ADV filed April 15, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 4,329th of 4,686 private fund advisers and 14,001st of 17,210 SEC-registered advisers by assets.
Main office 202-450-1630microvest.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $140M
- Rank among private fund advisers
- #4,329 of 4,686
- Rank among all SEC RIAs
- #14,001 of 17,210
- Rank in District of Columbia
- #54 of 59
- Clients
- 6
- Accounts
- 6
- Discretionary
- 99% of AUM
- Employees
- 7
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Paul SheehanChief Executive Officer, Chief Compliance Officer, and Director
- Thomas J. MonacoPresident and Director
- Jan G. CherimManaging Director and Director
Custody and brokerage
Custodian
Microvest Capital Management’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 6 | $140M | 100% |
Private funds
Microvest Capital Management reports 3 private funds with $140M in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Microvest Capital Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗microvest.com ↗
AtlasMembers
The full record on Microvest Capital Management
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 1,350 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
- Locked
- 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 Microvest Capital Management manage?
Microvest Capital Management reports $140 million in regulatory assets under management across 6 accounts, 99% of it on a discretionary basis, on its Form ADV filed April 15, 2026.
What kind of firm is Microvest Capital Management?
Microvest Capital Management is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Microvest Capital Management’s clients?
By assets, its largest client types are pooled investment vehicles ($140 million, 6 clients).
Does Microvest Capital Management manage private funds?
Yes. It reports 3 private funds with $140 million in gross assets, including hedge funds, other private funds.
Does Microvest Capital Management have any disciplinary history?
Microvest Capital Management 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 Microvest Capital Management’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 (2026-04-15), 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 →