Text or WhatsApp(808) 600-9260

Home / Directory / France / iVesta Family office

iVesta Family office

Multifamily office listing in Paris, France.

Overview

Investa is a holding company based in La Grand Croix, France. It offers financial planning, portfolio management for individuals and small businesses, and adviser selection. The firm is registered with the SEC as an investment adviser and reported $82M in regulatory assets under management on its latest Form ADV.

Services

  • Financial planning
  • Portfolio management
  • Adviser selection

Advisory services reported on Form ADV (Item 5.G)

  • Financial planning
  • Portfolio management (individuals/small business)
  • Selecting other advisers
Clients by type (number of clients, Form ADV Item 5.D)
Other (100%)
Regulatory assets under management (Form ADV Item 5.F)
Non-discretionary$82M

Location

See more firms in France and Paris.

Sources and last checked
  • SEC Investment Adviser Public Disclosure, Form ADV (CRD 337603), filed 05/31/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
  • Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

Ask Richard

Have a question about multifamily offices, fees or how to compare firms? Richard C. Wilson has run Family Office Club since 2007 and answers reader questions directly.

Send a question Text or WhatsApp (808) 600-9260