INVEX ADVISORS LLC
CRD #164519 SEC #801-108084 CORAL GABLES, FL 786-425-1717
SEC Registered Private Funds
Total AUM
$659.6M
Discretionary
$659.6M
Employees
8
Clients
--
Accounts
69
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $659.6M | $659.6M | $0 | 8 | 69 |
| May 2024 | $534.7M | $534.7M | $0 | 8 | 65 |
| Mar 2024 | $534.7M | $534.7M | $0 | 8 | 65 |
| Jan 2024 | $460.5M | $460.5M | $0 | 8 | 50 |
| Dec 2023 | $460.5M | $460.5M | $0 | 8 | 50 |
| Mar 2023 | $460.5M | $460.5M | $0 | 8 | 50 |
| Mar 2022 | $479M | $479M | $0 | 7 | 0 |
| Jun 2021 | $472.5M | $472.5M | $0 | 6 | 0 |
| May 2021 | $472.5M | $472.5M | $0 | 6 | 0 |
| Mar 2021 | $472.5M | $472.5M | $0 | 6 | 0 |
| Jun 2020 | $455M | $455M | $0 | 7 | 0 |
| Mar 2020 | $455M | $455M | $0 | 7 | 0 |
| Jan 2020 | $260.9M | $260.9M | $0 | 4 | 21 |
| Mar 2019 | $260.9M | $260.9M | $0 | 4 | 21 |
| Nov 2018 | $209M | $209M | $0 | 4 | 0 |
| Mar 2018 | $209M | $209M | $0 | 5 | 0 |
| Aug 2017 | $188M | $188M | $0 | 5 | 1 |
| Jun 2017 | $188M | $188M | $0 | 5 | 1 |
| Mar 2017 | $188M | $188M | $0 | 5 | 1 |
| Jul 2016 | $111M | $111M | $0 | 5 | 1 |
| Jun 2016 | $111M | $111M | $0 | 5 | 1 |
DateMar 2025
Total AUM$659.6M
Discretionary$659.6M
Non-Disc.$0
Employees8
Clients69
DateMay 2024
Total AUM$534.7M
Discretionary$534.7M
Non-Disc.$0
Employees8
Clients65
DateMar 2024
Total AUM$534.7M
Discretionary$534.7M
Non-Disc.$0
Employees8
Clients65
DateJan 2024
Total AUM$460.5M
Discretionary$460.5M
Non-Disc.$0
Employees8
Clients50
DateDec 2023
Total AUM$460.5M
Discretionary$460.5M
Non-Disc.$0
Employees8
Clients50
DateMar 2023
Total AUM$460.5M
Discretionary$460.5M
Non-Disc.$0
Employees8
Clients50
DateMar 2022
Total AUM$479M
Discretionary$479M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$472.5M
Discretionary$472.5M
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$472.5M
Discretionary$472.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$472.5M
Discretionary$472.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$455M
Discretionary$455M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$455M
Discretionary$455M
Non-Disc.$0
Employees7
Clients0
DateJan 2020
Total AUM$260.9M
Discretionary$260.9M
Non-Disc.$0
Employees4
Clients21
DateMar 2019
Total AUM$260.9M
Discretionary$260.9M
Non-Disc.$0
Employees4
Clients21
DateNov 2018
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees5
Clients1
DateJun 2017
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees5
Clients1
DateMar 2017
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees5
Clients1
DateJul 2016
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees5
Clients1
DateJun 2016
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees5
Clients1