Invst, LLC
● SEC registered since 2016CRD 282863SEC# 801-107265Indianapolis, IN
Reg. AUM
$1.57B
Employees
65
Accounts
6,818
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 $1.6 billion in regulatory assets under management and employs 65 people.
Invst, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Renz | Chief Investment Officer | Under 5% | 2024 |
| Beverly Blair Control | Chief Compliance Officer | Under 5% | 2026 |
| Dipen Kishore Mehta Control | Chief Operating Officer | Under 5% | 2021 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Invst, LLC manage?
Invst, LLC reports $1.6 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
| Address | 3625 E 96th St, Indianapolis, IN 46240 |
| Phone | 317-202-1891 |
| Fax | 813-489-2575 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1867587 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.57B▼ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$1.57Bregulatory AUM
Discretionary $1.26BNon-discretionary $308.2M