Invex Next, LLC
● SEC registered since 2023CRD 328201SEC# 801-128784Coral Gables, FL
Reg. AUM
$3M
Employees
8
Accounts
76
Location
Coral Gables, FL
Invex Next, LLC assets under management
Invex Next, LLC is an investment advisory firm registered with the SEC based in Coral Gables, FL. The firm has been registered since 2023. It reports $3 million in regulatory assets under management and employs 8 people.
Invex Next, LLC owners & executives
4 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Invex Next, LLC manage?
Invex Next, LLC reports $3 million in regulatory assets under management on its Form ADV.
How many employees does Invex Next, LLC have?
Invex Next, LLC reports 8 employees.
Where is Invex Next, LLC located?
Invex Next, LLC is based in Coral Gables, FL and has been SEC-registered since 2023.
Does Invex Next, LLC disclose fund performance?
Invex Next, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$3M▲ 39%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$3Mregulatory AUM
Discretionary $3M