The INVEX ADVISORS GROUP is a privately held investment adviser that advises $938.14mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. INVEX ADVISORS GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 32.54% over the last 5-years.
The Group has been registered with the SEC for 10.08 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 2 ALHAMBRA PLAZA STE. PH II, CORAL GABLES, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 8 employees comprised of 6 investment and 2 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $938.14mn in assets advised are owned by 3 private funds, 3 public funds and BDCs and 19 other accounts. Assets of High Net Worth Individuals clients own $220.98mn or 23.55% of Total Assets and Investment Companies (IC) own $213.77mn or 22.79% of Total Assets.
The Group's top investment strategies include Quantitative Trading, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, management fees and performance-based fees.
INVEX ADVISORS GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.