{
  "crd_number": 310003,
  "slug": "inveris-us-llc-coral-gables-fl-310003",
  "primary_business_name": "INVERIS US LLC",
  "legal_name": "INVERIS US LLC",
  "dbas": [],
  "city": "Coral Gables",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-11-13",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-08-06",
  "carried_forward": false,
  "raum_total": 568448136.0,
  "raum_discretionary": 2873742.0,
  "raum_non_discretionary": 565574394.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 461868003.0,
      "count": 141,
      "description": "PERSONAL HOLDING COMPANIES"
    },
    "charitable": {
      "raum": 54127.0,
      "count": 1
    },
    "individuals": {
      "raum": 14811832.0,
      "count": 110
    },
    "high_net_worth_individuals": {
      "raum": 84847919.0,
      "count": 106
    },
    "corporations_other_businesses": {
      "raum": 6866255.0,
      "count": 11
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310003",
  "city_as_filed": "CORAL GABLES",
  "url": "https://advisorcensus.com/firm/inveris-us-llc-coral-gables-fl-310003",
  "display_name": "Inveris US LLC",
  "summary": "Inveris US LLC is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 6, 2026.",
  "citation": "AdvisorCensus. Inveris US LLC (CRD 310003): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Inveris US LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Inveris US LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Inveris US LLC located?",
      "a": "Inveris US LLC's principal office is in Coral Gables, FL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Inveris US LLC registered with the SEC or a state?",
      "a": "Inveris US LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310003."
    },
    {
      "q": "How much does Inveris US LLC manage?",
      "a": "Inveris US LLC reports $568,448,136 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (1% discretionary)."
    },
    {
      "q": "How have Inveris US LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Inveris US LLC: Regulatory assets under management: $164,928,649 in the October 2021 data and $568,448,136 in the October 2026 data, up 245%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Inveris US LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (141); individuals (other than high net worth individuals) (110); high net worth individuals (106)."
    },
    {
      "q": "Which custodians does Inveris US LLC use?",
      "a": "Inveris US LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC, Morgan Stanley, Pershing LLC and UBS as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Inveris US LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310003"
    },
    {
      "q": "Does Inveris US LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 6, 2026 says: \"In general, we require a minimum of $1 million to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\""
    },
    {
      "q": "What changed in Inveris US LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Changed its legal name from BR Capital Advisors LLC to Inveris US LLC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 164928649.0,
      "total_employees": 4,
      "filing_date": "2021-03-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 209133622.0,
      "total_employees": 3,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 231583964.0,
      "total_employees": 3,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 350363711.0,
      "total_employees": 8,
      "filing_date": "2024-09-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 314984659.0,
      "total_employees": 4,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 568448136.0,
      "total_employees": 6,
      "filing_date": "2026-08-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Changed its legal name from BR Capital Advisors LLC to Inveris US LLC."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $314,984,659 to $568,448,136 (+80%).",
        "Changed its office addresses in Santiago."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 6, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum of $1 million to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
        ]
      }
    ],
    "quotes": [
      "In general, we require a minimum of $1 million to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    },
    {
      "name": "UBS",
      "name_as_filed": "UBS",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/inveris-us-llc-coral-gables-fl-310003.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 110,
      "fewer_than_5": false,
      "raum": 14811832.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 106,
      "fewer_than_5": false,
      "raum": 84847919.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 54127.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 11,
      "fewer_than_5": false,
      "raum": 6866255.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 141,
      "fewer_than_5": false,
      "raum": 461868003.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310003",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}