Inveris Us Llc
- Regulatory AUM
- $568M
- Discretionary
- $2.9M
- Clients
- 369
- Avg AUM / client
- $1.5M
- Accounts
- 369
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 110 | $14.8M | 2.61% |
| High net worth individuals | 106 | $84.8M | 14.9% |
| Charitable organizations | 1 | $54.1K | 0.01% |
| Corporations and other businesses | 11 | $6.9M | 1.21% |
| Other | 141 | $462M | 81.3% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cuadra Court, Matias, Antonio | Managing Partner | Aug 2020 (6y) | Less than 5% | |
| Pablo Antonio Cuevas | Managing Director / Principal | Aug 2020 (6y) | Less than 5% | |
| Riera, Juan, Carlos | Chief Compliance Officer | Sep 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Br Capital Lp | Member | Aug 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Pershing $242M (43% of AUM) Mar 2026
- J.P. Morgan $123M (22% of AUM) Mar 2026
- Morgan Stanley $72.1M (13% of AUM) Mar 2026
- UBS $67.7M (12% of AUM) Mar 2026
- Julius Baer $17.5M (6% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 06, 2026.
View current Form ADV (SEC/IAPD) ↗