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| Invex Advisors LLC
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|---|---|
| CRD # | 164519 |
| SEC # | 801-108084 |
| CIK # | |
| AUM | 759.3 M (2026-03-18) |
| Employees | 8 (75% Investors, 100% Brokers) |
| Phone | 786-425-1717 |
| Address | 2 Alhambra Plaza Coral Gables, FL 33134 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Invex Dynamic Allocation Segregated Portfolio | 2023-03-16 | 120.0 M | |
| Other | Invex Global Opportunities | 2021-06-23 | 87.9 M | |
| Other | Invex Income Fund | 2021-06-23 | 22.7 M | |
| Other | Invex Short Duration Strategy | 2021-06-23 | 65.3 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 0.9 |
| (b) Individuals (high net worth individuals) | 44 | 221.0 |
| (c) Banking or thrift institutions | 8 | 69.2 |
| (d) Investment companies | 3 | 213.8 |
| (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 | 58.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 196.2 |
| (n) Other | 0 | 0.0 |
| Total | 84 | 759.3 |
| By Discretionary | ||
| Discretionary | 84 | 759.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 84 | 759.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 451.0 | |
| United States Persons | 308.3 | |
| Total | 84 | 759.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 84 (67 non-US) |
| Serves | Retail |
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