Invex Advisors LLC

Overview

Invex Advisors LLC is a limited liability company organized as an institutional registered investment adviser. The firm is SEC registered (registered in 2016) and provides portfolio management primarily for individuals, small businesses and institutional clients. Its ownership structure includes both a domestic entity and an individual, and its business model combines a percentage-of-AUM fee with the ability to charge performance-based fees. Industry affiliations include relationships with a broker-dealer and other investment advisers. Invex positions itself with a fixed-income bias in client portfolios while maintaining flexibility to use pooled vehicles and performance-linked strategies. The firm is not identified as an ESG-focused manager in the available information.

Assets & Accounts

Investments & Alternatives

Location & Offices