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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- VitalMomentum unison +more
- Established Date
- 08-01-2023
- Office Locations
- 1
Office Locations
About Invex Next, LLC
Invex Next, LLC (Next by Invex) is an SEC-registered RIA offering app-based offshore investing for Latin-American clients seeking U.S. dollar solutions. The platform provides model portfolios built with BlackRock, fixed-income options via iShares iBonds ETFs and U.S. T-Bill portfolios, with brokerage/custody and execution through Interactive Brokers. The digital advisory experience is delivered via BCP Advisors’ white-label platform and proprietary portfolio algorithms, with account opening currently routed through financial advisors.
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Owner & Executives
CARLOS BARRIENTOS SERRANO
Chief Compliance Officer
- CRD
- #4520476
- Ownership
- Less than 5%
GERARDO REYES RETANA HIGUERA
President
- CRD
- #2433345
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,032,000 | $39,895 |
| Non-Discretionary | $0 | -- |
| Total | $3,032,000 | $39,895 |
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Separately Managed Accounts
Total SMA Asset: $3,032,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,863,299,478 | 61.6% |
| U.S. Government/Agency | $1,161,537,337 | 38.4% |
| Total | $3,024,836,815 | 100.0% |