Data / Investment advisers / Florida / Invex Advisors LLC
Invex Advisors LLC, Coral Gables, FL: $759 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Invex Advisors LLC is an SEC registered investment adviser with its main office in Coral Gables, Florida and reports $759 million in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include high net worth individuals, investment companies and corporations and other businesses. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.
The request: Watch Invex Advisors LLC (CRD number 164519): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 164519
- SEC file number
- 801-108084
- SEC status
- Approved, effective July 5, 2016
- Main office
- 2 Alhambra Plaza Ste. PH II, Coral Gables, FL 33134
- Phone
- (786) 425-1717
- Regulatory AUM
- $759,255,000 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $759,255,000
- Accounts
- 84
- Employees
- 8, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 3: 3 other private funds
- Gross assets of private funds
- $175,854,191
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 44 | $221 million |
| Investment companies | 3 | $213.8 million |
| Corporations or other businesses | 11 | $196.2 million |
| Banking or thrift institutions | 8 | $69.2 million |
| Insurance companies | Fewer than 5 | $58.2 million |
| Individuals (other than high net worth individuals) | 14 | $894,000 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $759.3 million | March 18, 2026 |
| December 1, 2025 | $659.6 million | March 10, 2025 |
Other advisers in Coral Gables
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tallvine Partners Management LP | Coral Gables | $1.42 billion | 7 | adviserinfo.sec.gov |
| Seaview Investment Managers LLC | Coral Gables | $1.37 billion | Not listed | adviserinfo.sec.gov |
| Finback Investment Partners | Coral Gables | $1.20 billion | 11 | adviserinfo.sec.gov |
| Storge | Coral Gables | $866.6 million | Not listed | adviserinfo.sec.gov |
| Amerant Investments, Inc. | Coral Gables | $782.4 million | Not listed | adviserinfo.sec.gov |
| Bayshore Wealth Advisors | Coral Gables | $740.1 million | Not listed | adviserinfo.sec.gov |
| Aston Capital Management | Coral Gables | $711.8 million | 5 | adviserinfo.sec.gov |
| Maximai Investment Partners, LLC | Coral Gables | $695.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coral Gables, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving investment companies
- Advisers that manage private funds
- Invex Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.