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Invst, LLC

● SEC registered since 2016CRD 282863SEC# 801-107265Indianapolis, IN
Export (members)
Reg. AUM
$1.79B
Employees
65
Accounts
6,777
Location
Indianapolis, IN

Invst, LLC assets under management

Invst, LLC is a registered investment adviser overseen by the SEC based in Indianapolis, IN. The firm has been registered since 2016. It reports $1.8 billion in regulatory assets under management and employs 65 people.

Invst, LLC owners & executives

3 reported
NameTitleOwnershipSince
Andrew RenzChief Investment OfficerUnder 5%2024
Dipen Kishore Mehta ControlChief Compliance Officer / Chief Operating OfficerUnder 5%2021
Scott Andrew Jarred ControlManaging MemberOver 75%2016

Frequently asked questions

How much does Invst, LLC manage?

Invst, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Invst, LLC have?

Invst, LLC reports 65 employees.

Where is Invst, LLC located?

Invst, LLC is based in Indianapolis, IN and has been SEC-registered since 2016.

Does Invst, LLC disclose fund performance?

Invst, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3625 E 96th St, Indianapolis, IN 46240
Phone317-202-1891
Fax813-489-2575
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1867587
Discloses disciplinary historyNo

Assets under management

Discretionary$1.3B
Non-discretionary$487.2M
Total (RAUM)$1.79B