Microvest Capital Management

Registered investment adviser · Washington, DC · CRD #153395

Form ADV data as of 2026-09-01

Regulatory assets

$140.3 million

Total accounts

Employees

Disclosure events

Firm details

Website: http://www.microvest.com
Telephone: 202-450-1630
SEC file number: 801-71725
Most recent Form ADV filing: 2026-04-15
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$139.3 million
Non-discretionary regulatory assets under management	$908,996
Total regulatory assets under management	$140.3 million
Discretionary accounts	5
Non-discretionary accounts	1
Total accounts	6
Regulatory assets under management attributable to non-U.S. persons	$9.1 million

People

Total employees (excluding clerical)	7
Employees performing investment advisory functions (including research)	3
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$85.7 million
Clients for whom a related person has custody	6
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	4

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)Performance-based fees

Advisory services offered

Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients

Other business activities

Commodity pool operator or commodity trading advisor

Affiliated related persons

Other investment adviser (including financial planners)Commodity pool operator or commodity trading advisorSponsor, general partner, or managing member of pooled investment vehicles

Client types

Type of client	Clients	Assets
Pooled investment vehicles (other than investment companies and BDCs)	6	$140.3 million