| Name | Title | Ownership | Since |
|---|---|---|---|
| Carlos Barrientos Serrano Control | Chief Compliance Officer | Under 5% | 2023 |
| Gerardo Reyes Retana Higuera Control | President | Under 5% | 2023 |
| Invex Holdings, Inc. Control | Member | Over 75% | 2023 |
Invex Next, LLC reports $2.2 million in regulatory assets under management on its Form ADV.
Invex Next, LLC reports 8 employees.
Invex Next, LLC is based in Coral Gables, FL and has been SEC-registered since 2023.
Invex Next, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2 Alhambra Plaza, Suite Ph 2, Coral Gables, FL 33134 |
| Phone | 786-425-1717 |
| Fax | 786-425-1718 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $2.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $2.2M |