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INVERIS US LLC
CRD 310003File 801-119785
APPROVED
Retail clients
Filing as of Aug 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$568.4M
Above cohort median (national)
Discretionary AUM
$2.9M
Non-discretionary $565.6M
Clients
228
369 accounts
Employees
6
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 13, 2020
- Principal office
- 2600 S DOUGLAS RD, SUITE 908, CORAL GABLES, FL, 33134
- Phone
- 305-448-0014
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $568.4M
- Discretionary AUM
- $2.9M
- Non-discretionary AUM
- $565.6M
- Discretionary accounts
- 27
- Non-discretionary accounts
- 342
- Total accounts
- 369
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $6.9M |
| Charitable organizations | 1 | $54K |
| High net worth individuals | 106 | $84.8M |
| Individuals (other than high net worth individuals) | 110 | $14.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 369 | 228 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.