AdvisorCensus / Financial advisors / Preve Inversiones
Preve Inversiones is an SEC-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 20, 2026.
Quick answers
From the filingHow is Preve Inversiones compensated?
On its Form ADV (Item 5.E, October 2026), Preve Inversiones reports these compensation arrangements: a percentage of assets under its management.
How much does Preve Inversiones charge?
Its Form ADV Part 2A brochure dated May 20, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Preve Inversiones registered with the SEC or a state?
Preve Inversiones is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 318445.
How much does Preve Inversiones manage?
Preve Inversiones reports $0 in regulatory assets under management in its Form ADV filing dated May 20, 2026.
How have Preve Inversiones' assets and staff changed since 2025?
In the Form ADV data for Preve Inversiones: Regulatory assets under management: $0 in the October 2025 data and $0 in the October 2026 data. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Preve Inversiones 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/318445
What changed in Preve Inversiones' recent Form ADV filings?
In the June 2026 filing data: Added the business name Preve Investments a Division of Preve Inversiones. Added the business name Preve Inversiones SAS.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 2% a year (a range, as the brochure states it)
The brochure's wording
The investment management fee charged varies (typically between 0.50% and 2.00%) depending upon the market value of assets under management and the specific type of investment management services to be provided.
As stated in the firm's Form ADV Part 2A brochure dated May 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated May 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Also doing business as
- PREVE INVERSIONES SAS, PREVE INVESTMENTS A DIVISION OF PREVE INVERSIONES
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $0 | 1 | May 20, 2026 |
| October 2025 | $0 | 1 | March 25, 2025 |
Regulatory assets under management: $0 in the October 2025 data and $0 in the October 2026 data.
Total employees: 1 in October 2025 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Added the business name Preve Investments a Division of Preve Inversiones.
- Added the business name Preve Inversiones SAS.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Preve Inversiones (CRD 318445): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/preve-inversiones-318445