Inveris US LLC

RIASEC RegisteredEst. 2020

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 SEC-registered investment adviser organized as an LLC and established in 2020. The firm functions as a capital allocator for a mix of individual/family and institutional clients, charging both percentage-of-AUM and fixed fees. Its advisory mandate emphasizes portfolio management for individuals and small businesses and the selection of external advisers. Inveris also has industry roles as a sponsor, general partner and managing member of pooled investment vehicles, indicating involvement beyond pure advisory services. The firm is not identified as an ESG-focused investor in the available data. Ownership is listed as a combination of a foreign entity and an individual. Its business model combines direct portfolio management with the capability to place client capital with third-party managers.