Inviu Capital

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
338920
Registered since
July 22, 2026

Firm profile

FINTRX

Overview

Inviu Capital operates as a limited liability company with domestic ownership that includes an individual owner. Public records classify the firm as unclassified and provide only minimal operational detail. The firm is not described as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser. Available disclosures do not describe the firm’s client types, fee schedule, specific advisory activities, or investment process. That limited transparency makes it difficult to profile a clear client-facing strategy or target market from the dataset alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Noemi Schaefer

    Noemi Schaefer

    Chief Executive OfficerCRD 2241064

  • Ignacio Clancy

    Ignacio Clancy

    Chief Financial OfficerCRD 8193720

Contacts

3 of 3
  • Rajiv Shah

    Rajiv Shah

    Managing DirectorCRD 3162156

  • Robert Gilman

    FinOpCRD 1738412

  • Miguel Mondragon

    Miguel Mondragon

    Assistant Vice PresidentCRD 5303245

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1111 Brickell Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth