Asset manager · Coral Gables, FL
Inveris US LLC
SEC-registered investment adviser · CRD 310003 · SEC 801-119785
At a glance
Inveris US LLC is an SEC-registered investment adviser based in Coral Gables, Florida, with $568 million in regulatory assets under management as of its Form ADV filed August 6, 2026. Its largest client group by assets is other, and it reports 216 individual clients. By Form ADV it is a asset manager, ranked 1,621st of 3,218 asset managers and 7,305th of 17,210 SEC-registered advisers by assets.
Main office 305-448-0014As filed on Form ADV
- Regulatory AUM
- $568M
- Rank among asset managers
- #1,621 of 3,218
- Rank among all SEC RIAs
- #7,305 of 17,210
- Rank in Florida
- #391 of 1,090
- Individual clients
- 216
- High-net-worth clients
- 106
- Accounts
- 369
- Discretionary
- 1% of AUM
- Employees
- 6
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Juan C. RieraChief Compliance Officer
- Matias A. Cuadra CourtManaging Partner
- Pablo A. CuevasManaging Director / Principal
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | 141 | $462M | 81% |
| High-net-worth individuals | 106 | $85M | 15% |
| Individuals | 110 | $15M | 3% |
| Corporations or other businesses | 11 | $7M | 1% |
| Charitable organizations | 1 | $0M | <1% |
Disciplinary disclosures
Inveris US LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
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The full record on Inveris US LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 1,009 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Inveris US LLC manage?
Inveris US LLC reports $568 million in regulatory assets under management across 369 accounts, 1% of it on a discretionary basis, on its Form ADV filed August 6, 2026.
What kind of firm is Inveris US LLC?
Inveris US LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Inveris US LLC’s clients?
By assets, its largest client types are other ($462 million, 141 clients); high-net-worth individuals ($85 million, 106 clients); individuals ($15 million, 110 clients).
Does Inveris US LLC have any disciplinary history?
Inveris US LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Inveris US LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →