INVEX NEXT, LLC
CRD #328201 SEC #801-128784 CORAL GABLES, FL 786-425-1717
SEC Registered
Total AUM
$2.2M
Discretionary
$2.2M
Employees
8
Clients
--
Accounts
50
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARRIENTOS SERRANO, CARLOS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRIENTOS SERRANO, CARLOS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRIENTOS SERRANO, CARLOS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRIENTOS SERRANO, CARLOS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REYES RETANA HIGUERA, GERARDO | I | PRESIDENT | NA | Control |
| REYES RETANA HIGUERA, GERARDO | I | PRESIDENT | NA | Control |
| REYES RETANA HIGUERA, GERARDO | I | PRESIDENT | NA | Control |
| REYES RETANA HIGUERA, GERARDO | I | PRESIDENT | NA | Control |
| INVEX HOLDINGS, INC. | DE | MEMBER | E | Control |
| INVEX HOLDINGS, INC. | DE | MEMBER | E | Control |
| INVEX HOLDINGS, INC. | DE | MEMBER | E | Control |
| INVEX HOLDINGS, INC. | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| INVEX CONTROLADORA S.A.B. DE C.V. | FE | INVEX HOLDINGS, INC. | E | Control |
| INVEX CONTROLADORA S.A.B. DE C.V. | FE | INVEX HOLDINGS, INC. | E | Control |
| INVEX CONTROLADORA S.A.B. DE C.V. | FE | INVEX HOLDINGS, INC. | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
FL
Address
2 ALHAMBRA PLAZASUITE PH 2
CORAL GABLES, FL 33134
United States
Phone: 786-425-1717