INVEX ADVISORS LLC of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 164519). Regulatory assets under management: $759.3M.
Compensation: % of AUM, Performance.
Clients served: High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Carlos Barrientos Serrano | CHIEF COMPLIANCE OFFICER | — |
| Gerardo Reyes Retana Higuera | PRESIDENT | — |
| BARRIENTOS SERRANO CARLOS | CHIEF COMPLIANCE OFFICER | — |
| REYES RETANA HIGUERA GERARDO | PRESIDENT | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| INVEX GLOBAL OPPORTUNITIES | Other Private Fund | Cayman Islands | 362 | $87.9M | $1.0M |
| INVEX SHORT DURATION STRATEGY | Other Private Fund | Cayman Islands | 379 | $65.3M | $100K |
| INVEX INCOME FUND | Other Private Fund | Cayman Islands | 253 | $22.7M | $100K |