DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Latest filing Feb 2, 2026
First filing on the tape Sep 19, 2018 · 19 filings
SEC status approved since Nov 2, 2018
RAUM
$362,700
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$362,700 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$362,700
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$362,700 as of Feb 2, 2026
Jan 24, 2021$5,257 then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Feb 2, 2026
Feb 28, 20190 then
Employees (5.A)1 as of Feb 2, 2026
Feb 28, 20192 then
Private funds: no history
RAUM -5.5% over the last fiscal year+22% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Feb 2, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $362,700derivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $5,495derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -5.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$362,700100%
- Individual clients
- 66reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 66reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Eugenia Sylvia Cubillo Gonzalez · Managing Principalcontrolsince 09/2021 · owns 50% to 75%
- Teresa Ana Mendez Boanos · Managing Membercontrolsince 11/2018 · owns 25% to 50%
- Miguel Jose Cubillo Gonzalez · Managing Member & Ccosince 11/2018 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $384,012 to $361,000Feb 14, 2025 to Feb 2, 2026
- Individual RAUM · $384,012 to $362,700Feb 14, 2025 to Feb 2, 2026
- Non-discretionary RAUM · $0 to $1,700Feb 14, 2025 to Feb 2, 2026
- RAUM · $384,012 to $362,700Feb 14, 2025 to Feb 2, 2026
- Accounts · 51 to 66Jan 15, 2024 to Feb 14, 2025
- Individual clients · 50 to 66Jan 15, 2024 to Feb 14, 2025
- Financial planning clients · unset to Jan 15, 2024 to Feb 14, 2025
- HQ city · unset to Jan 15, 2024 to Feb 14, 2025
- HQ state · unset to Jan 15, 2024 to Feb 14, 2025
- Discretionary RAUM · $237,000 to $384,012Jan 15, 2024 to Feb 14, 2025
- Individual RAUM · $235,000 to $384,012Jan 15, 2024 to Feb 14, 2025
- RAUM · $237,000 to $384,012Jan 15, 2024 to Feb 14, 2025
- Accounts · 39 to 51Sep 12, 2023 to Jan 15, 2024
- Corporate clients · 1.0 to unsetSep 12, 2023 to Jan 15, 2024
- Individual clients · 36 to 50Sep 12, 2023 to Jan 15, 2024
- Discretionary RAUM · $197,733 to $237,000Sep 12, 2023 to Jan 15, 2024
- Individual RAUM · $196,283 to $235,000Sep 12, 2023 to Jan 15, 2024
- Non-discretionary RAUM · $300 to $0Sep 12, 2023 to Jan 15, 2024
- RAUM · $198,033 to $237,000Sep 12, 2023 to Jan 15, 2024
- Advisory activities · 1 to 2Sep 11, 2023 to Sep 12, 2023
- Accounts · 25 to 39Mar 21, 2022 to Jan 24, 2023
- Advisory employees · 2 to 1Mar 21, 2022 to Jan 24, 2023
- BD registered reps · 2 to 0Mar 21, 2022 to Jan 24, 2023
- Individual clients · 25 to 36Mar 21, 2022 to Jan 24, 2023
- Employees · 2 to 1Mar 21, 2022 to Jan 24, 2023
- Insurance-licensed employees · 0 to 1Mar 21, 2022 to Jan 24, 2023
- State-registered IARs · 2 to 1Mar 21, 2022 to Jan 24, 2023
- Discretionary RAUM · $152,000 to $197,733Mar 21, 2022 to Jan 24, 2023
- Individual RAUM · $150,000 to $196,283Mar 21, 2022 to Jan 24, 2023
- Non-discretionary RAUM · $0 to $300Mar 21, 2022 to Jan 24, 2023
- RAUM · $152,000 to $198,033Mar 21, 2022 to Jan 24, 2023
- Related adviser · false to trueMar 21, 2022 to Jan 24, 2023
- Accounts · 2 to 25Oct 25, 2021 to Mar 21, 2022
- Advisory employees · 1 to 2Oct 25, 2021 to Mar 21, 2022
- BD registered reps · 0 to 2Oct 25, 2021 to Mar 21, 2022
- Corporate clients · unset to 1.0Oct 25, 2021 to Mar 21, 2022
- Individual clients · 2 to 25Oct 25, 2021 to Mar 21, 2022
- Employees · 1 to 2Oct 25, 2021 to Mar 21, 2022
- State-registered IARs · 1 to 2Oct 25, 2021 to Mar 21, 2022
- Discretionary RAUM · $5,257 to $152,000Oct 25, 2021 to Mar 21, 2022
Signals
2 dated events
- Eugenia Sylvia Cubillo Gonzalez (Managing Principal) appeared on Schedule A of Inversso, LlcOct 25, 2021 · Control person joined · fact
- Inversso, Llc filed its initial SEC registration (Form ADV)Sep 19, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/inverssoreportedpublic record, Form ADV, Sep 17, 2026
- Website
- INVERSSO.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 347-748-1101reportedpublic record, Form ADV, Feb 2, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $362,700derivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026