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CRD 164519
CORAL GABLES, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JUAN PABLO COBIAN MORAN | n/a | CORAL GABLES, FL | 7 | 10 | n/a | yes |
| RODOLFO DUNIN | n/a | CORAL GABLES, FL | 6 | 12 | 1 | yes |
| FERNANDO BARROSO RODRIGUEZ | n/a | CORAL GABLES, FL | 6 | 12 | n/a | yes |
| MARIA IVONNE JURAIDINI | n/a | Dallas, TX | CORAL GABLES, FL | 4 | 11 | n/a | yes |
| JUAN SALVADOR AMAYA FRANCK | n/a | CORAL GABLES, FL | 1 | 28 | 1 | yes |
| Isaac Isaias Gomez Wolf | n/a | CORAL GABLES, FL | 0 | 10 | 2 | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| INVEX DYNAMIC ALLOCATION SEGREGATED PORTFOLIO | Other Private Fund | $120M | Jan 31, 2024 | 215 | Mar 16, 2023 | reported | n/a |
| INVEX GLOBAL OPPORTUNITIES | Other Private Fund | $103M | May 8, 2024 | 402 | Jun 23, 2021 | reported | n/a |
| INVEX SHORT DURATION STRATEGY | Other Private Fund | $46.2M | May 8, 2024 | 352 | Jun 23, 2021 | reported | n/a |
| INVEX INCOME FUND | Other Private Fund | $22.3M | May 8, 2024 | 248 | Jun 23, 2021 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| INVEX CONTROLADORA S.A.B. DE C.V. | Shareholder | E | yes | 02/2017 | Jun 29, 2016 | May 8, 2024 |
| INVEX HOLDINGS, INC | Member | E | yes | 03/2017 | Jan 6, 2020 | May 8, 2024 |
| BARRIENTOS SERRANO, CARLOS | CHIEF COMPLIANCE OFFICER | Na | no | 05/2012 | Jun 29, 2016 | May 8, 2024 |
| REYES RETANA HIGUERA, GERARDO | President | Na | no | 05/2012 | Jun 29, 2016 | May 8, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| INVEX NEXT, LLC | n/a | Independent wealth | $3.0M | N | yes | n/a |
| INVEX, LLC. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 18, 2026 | $759M | $759M | 8 | 6 | 0 | 3 | n/a |
| 2024 | Mar 10, 2025 | $660M | $660M | 8 | 6 | 0 | 3 | n/a |
| 2023 | Mar 27, 2024 | $535M | $535M | 8 | 6 | 0 | 3 | $171M |
| 2022 | Mar 16, 2023 | $461M | $461M | 8 | 5 | 0 | 4 | $352M |
| 2021 | Mar 17, 2022 | $479M | $479M | 7 | 5 | 0 | 3 | $232M |
| 2020 | Mar 22, 2021 | $473M | $473M | 6 | 5 | 0 | n/a | n/a |
| 2019 | Mar 12, 2020 | $455M | $455M | 7 | 4 | 0 | n/a | n/a |
| 2018 | Mar 21, 2019 | $261M | $261M | 4 | 3 | 0 | n/a | n/a |
| 2017 | Mar 21, 2018 | $209M | $209M | 5 | 3 | 0 | n/a | n/a |
| 2016 | Mar 28, 2017 | $188M | $188M | 5 | 3 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 3 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $759M | $660M | 15.1% | $461M | 18.1% | 8 | 8 | 0 | 0 |