Envest Corp.
Filings
2
Total offered
$35M
Total sold
$5.6M
Activity
2025-03-26
through 2026-03-18
through 2026-03-18
Filings by year
2025
1
2026
1
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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ENVESTNET ASSET MANAGEMENT, INC.
high CRD 801-57260
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ENVESTNET PORTFOLIO SOLUTIONS, INC.
high CRD 801-43579
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ENVESTNET RETIREMENT SOLUTIONS, LLC
high CRD 801-79855
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SENVEST MANAGEMENT, LLC
medium CRD 801-73776
Form D filings (2)
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0002015088-26-000002D · 2026-03-18 · OtherOffering: $20,000,000Sold: $2,923,995
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0000911420-25-000096D · 2025-03-26 · OtherOffering: $15,000,000Sold: $2,698,995