I
$46.2M Total AUM
$46.2M Disc. AUM
-- 3Y CAGR
2 Employees
132 ADV. Clients
7 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- FusionElement summit
- Established Date
- 07-16-2019
- Office Locations
- 2
Office Locations
Av. DEL Libertador 8440 3RD Floor, APT 37 Buenos Aires --
-- Buenos Aires --
About Investire LLC
Investire LLC is a Buenos Aires-based RIA with 2 offices. The firm has been operating for 7 years. Managing $46.2M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
54 AVG AGE
$23.1M AVG AUM / ADVISOR
$350.3K AVG AUM / CLIENT
5.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Ember radial Prime harbor
Investment Themes
Unison Harbor Optima value
Investment Vehicles
Ridge
Services
Unison summit Beacon Timber radial
Technology
Frontier north Timber vital
Owner & Executives
L
Lucas Fernando Rodriguez Mr
Chief Executive Officer
- CRD
- #7053908
- Ownership
- 50% but less than 75%
(530) 483-7941
capital.vital@vectorcapital.com
in linkedin.com/in/pathway-beacon
J
Julian Ricardo Siri Mr
Chief Financial Officer
- CRD
- #7053912
- Ownership
- 50% but less than 75%
(943) 280-9358
bridge.element@insightcapital.com
in linkedin.com/in/focus-element
C
Catalyst prime
Focus eagle
- CRD
- #85083
- Ownership
- 8.7%
(650) 475-2271
value.pathway@summitcapital.com
in linkedin.com/in/matrix-focus
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,237,541 | $350,284 |
| Non-Discretionary | $0 | -- |
| Total | $46,237,541 | $350,284 |
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Separately Managed Accounts
Total SMA Asset: $46,237,541
Equity - Exchange:
26.8% U.S. Government/Agency:
30.9% Cash:
17.4% Derivatives:
24.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,292,314,521 | 26.8% |
| U.S. Government/Agency | $2,643,004,429 | 30.9% |
| Cash | $1,488,293,756 | 17.4% |
| Derivatives | $2,129,799,685 | 24.9% |
| Total | $8,553,412,391 | 100.0% |