Invex Next, LLC

Overview

Invex Next, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2023. It operates as a non-independent retail RIA that provides portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. The firm serves individual and family clients and reports that it is a related adviser rather than a standalone capital allocator. Regulatory and business activity details indicate several industry roles beyond advisory work: the firm lists affiliations as a broker-dealer, an additional investment adviser, and as a sponsor/GP or managing member of pooled investment vehicles. Those roles suggest Invex Next can both recommend third-party vehicles and sponsor or manage private pooled products for client allocations. The firm does not identify itself as an active ESG investor, is not a pension consultant, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices