Ola Invierte, LLC
● SEC registered since 2022CRD 318691SEC# 801-125801
Reg. AUM
$804K
Employees
1
Accounts
54
Location
—
Ola Invierte, LLC assets under management
Ola Invierte, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2022. It reports $804,000 in regulatory assets under management and employs 1 people.
Ola Invierte, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Isabel Carlota Penzini Control | Sole Owner, Chief Compliance Officer, Chief Executive Officer | Over 75% | 2021 |
Frequently asked questions
How much does Ola Invierte, LLC manage?
Ola Invierte, LLC reports $804,000 in regulatory assets under management on its Form ADV.
How many employees does Ola Invierte, LLC have?
Ola Invierte, LLC reports 1 employees.
Does Ola Invierte, LLC disclose fund performance?
Ola Invierte, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | +15164698871 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$804KNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$804Kregulatory AUM
Discretionary $0Non-discretionary $804K