Invex Next, LLC

Overview

Invex Next, LLC is a small, non-independent retail registered investment adviser organized as an LLC and SEC-registered in 2023. The firm provides portfolio management for individuals and small businesses and serves an individual and family client base. It bills on a percentage-of-assets-under-management basis and is not positioned as an ESG-focused or multi-state adviser. Public filings indicate the firm has a related adviser and maintains industry relationships that include broker-dealer activities and roles as sponsor/GP/managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices