Inveris US LLC

RIASEC Registered

Total AUM

$568M

Discretionary

$2.9M

1% of AUM

Avg account

$1.5M

Accounts

369

Employees

Advisory reps

Firm details

Headquarters: Coral Gables, Florida
CRD number: 310003
Registered since: November 13, 2020
Website: br.capital
Custodians: PERSHING LLC, J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other81.25%
HNWI14.93%
Individuals2.61%
Corporations / Businesses1.21%
Charitable Organizations0.01%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Inveris US LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. Ownership includes both a foreign entity and an individual. The firm positions itself as a capital allocator serving individual and family clients as well as institutional investors. Its advisory mix emphasizes portfolio management for individuals and small businesses and the selection of third‑party advisers; fee arrangements include both a percentage of assets under management and fixed fees. Inveris US LLC does not identify as an active ESG investor. The firm also has roles as an investment sponsor and general partner, acting as managing member for pooled investment vehicles.