# Inveris US LLC

> 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.

- CRD: 310003
- Filed as: INVERIS US LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310003
- AdvisorCensus page: https://advisorcensus.com/firm/inveris-us-llc-coral-gables-fl-310003

## Quick answers

**How is Inveris US LLC compensated?**
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).

**Where is Inveris US LLC located?**
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).

**Is Inveris US LLC registered with the SEC or a state?**
Inveris US LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310003.

**How much does Inveris US LLC manage?**
Inveris US LLC reports $568,448,136 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (1% discretionary).

**How have Inveris US LLC's assets and staff changed since 2021?**
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.

**What types of clients does Inveris US LLC serve?**
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).

**Which custodians does Inveris US LLC use?**
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.

**Does Inveris US LLC report any disciplinary disclosures?**
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

**Does Inveris US LLC state an account minimum?**
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."

**What changed in Inveris US LLC's recent Form ADV filings?**
In the September 2026 filing data: Changed its legal name from BR Capital Advisors LLC to Inveris US LLC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 6, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities LLC
- Morgan Stanley
- Pershing LLC
- UBS

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.

### Regulatory assets under management (Item 5.F)
- Total: $568,448,136
- Discretionary: $2,873,742
- Non-discretionary: $565,574,394

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $14,811,832 |
| High net worth individuals | 106 | $84,847,919 |
| Charitable organizations | 1 | $54,127 |
| Corporations or other businesses not listed above | 11 | $6,866,255 |
| Other | 141 | $461,868,003 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Santiago

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $164,928,649 | 4 | March 16, 2021 |
| October 2022 | $209,133,622 | 3 | March 24, 2022 |
| October 2023 | $231,583,964 | 3 | March 30, 2023 |
| October 2024 | $350,363,711 | 8 | September 4, 2024 |
| October 2025 | $314,984,659 | 4 | March 12, 2025 |
| October 2026 | $568,448,136 | 6 | August 6, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Changed its legal name from BR Capital Advisors LLC to Inveris US LLC.

### April 2026
- Regulatory assets under management went from $314,984,659 to $568,448,136 (+80%).
- Changed its office addresses in Santiago.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Inveris US LLC (CRD 310003): Form ADV filing data as of October 2026.