Investire LLC

RIASEC & State Registered
Total AUM
$46.2M
Discretionary
$46.2M
100% of AUM
Avg account
$350K
Accounts
132
Employees
2
Advisory reps
3

Firm details

Headquarters
Buenos Aires,
CRD number
299977
Registered since
September 29, 2025
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Corporations / Businesses46.48%
  • Individuals35.21%
  • HNWI18.31%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Investire LLC is an independent registered investment adviser organized as a limited liability company. The firm is listed with an SEC registration year of 2025 and is owned by an individual. Its client base includes both individuals and families as well as institutional clients, and the firm provides portfolio management services with an explicit mention of work for individuals and small businesses. Investire’s fee arrangements are flexible: it charges percentage-of-AUM fees, fixed fees, and can accept performance-based fees. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, US Government Bonds 20%, Derivatives 5%, Cash & Cash Equivalents 5%70%
  • Exchange Traded Equities70%
  • US Government Bonds20%
  • Derivatives5%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 3
  • Carlos Gonzalez

    Carlos Gonzalez

    Interim Chief Compliance OfficerCRD 4294205

  • Lucas Rodriguez

    CEOCRD 7053908

  • Julian Siri

    Chief Financial OfficerCRD 7053912

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Buenos Aires, null

Location

Buenos Aires, null

Headquartered in Buenos Aires, null.

Address
Ave Del Libertador 8440
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth