|
⚲
|
| Inversso LLC
✚
|
|
|---|---|
| CRD # | 298821 |
| SEC # | 801-114153 |
| CIK # | |
| AUM | $0.2 MM (2023-02-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 347-748-1101 |
| Address | 1315 Tullemore Blvd Ormond Beach, FL 32174 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($1000's) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 196.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 39 | 198.0 |
| By Discretionary | ||
| Discretionary | 37 | 197.7 |
| Non-Discretionary | 2 | 0.3 |
| Total | 39 | 198.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 198.0 | |
| United States Persons | 0.0 | |
| Total | 39 | 198.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hemista Inc
✚
|
MA | 0.0 |
|
Rockettrader Inc
✚
|
TN | 0.0 |
|
Lloyd Tevis Investments LLC
✚
|
CA | 0.0 |
|
Sagewell Investment Advisors LLC
✚
|
MA | 0.0 |
|
BBAE Advisors LLC
✚
|
TX | 0.0 |
|
Resource Capital Management LLC
✚
|
NV | 0.0 |
|
Vestwealth Inc
✚
|
FL | 0.0 |
|
MRP Currency LLC
✚
|
GA | 0.0 |
|
Passfolio Advisers LLC
✚
|
CA | 0.0 |
|
Moralis Technologies LLC
✚
|
PA | 0.0 |