Investire LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$24,747,540
Clients
98
Advisors
2
of 2 employees
About
Investire provides discretionary portfolio management through separately managed accounts and related advisory services for individual and high‑net‑worth investors. Alongside that typical individual client base, the firm reports an unusually broad institutional mix — including sovereign wealth entities, banking and insurance organizations, state and municipal clients, and other investment advisers — and manages assets for a notable non‑U.S. client constituency.
The firm’s investment process combines quantitative models with fundamental and technical analysis and employs both tactical and strategic asset‑allocation approaches, with algorithmic trading used only in selected accounts. Investire may incorporate derivatives, options and short positions as part of hedging and drawdown management, and it may accept performance‑based fee arrangements for qualified clients.
Investire is SEC‑registered but operates with its principal office located outside the United States and discloses a common‑ownership affiliation with another investment adviser, which the firm says is managed through supervisory policies. For execution and operational consistency the firm generally directs clients to a recommended institutional custodian and maintains formal policies on block trading, trade allocation and personal trading to address potential conflicts of interest.
Client services
Expertise
Fee options
Flat fees may be charged and billed monthly, quarterly, or annually; exact amounts are negotiable and specified in client agreements.
Negotiable up to a maximum of 2.0% annually
Performance fees up to a maximum of 20%, charged quarterly or annually, for qualified clients complying with SEC Rule 205-3.
Account minimum: $100,000 Fee-only: Annual advisory fees up to a maximum of 2.0% annually, negotiable; fees are charged based on assets under management.
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Julian S
Series 65
Remote
Investire LLC
Julian Siri is a financial advisor at Investire LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Superavit for four years. Outside of Investire, he is the owner and advisor of Superavit Asset Management SAS in Argentina, where he provides investment advisory services. Investire LLC offers discretionary portfolio management and advisory services to individual, high-net-worth, and a broad institutional client base, including sovereign wealth funds and other investment advisers. The firm combines quantitative models with fundamental and technical analysis, employing both tactical and strategic asset allocation, and manages assets for a notable non-U.S. clientele.
Lucas R
Series 65
Remote
Investire LLC
Lucas Rodriguez is a Series 65 licensed advisor with seven years of industry experience. He has worked at Investire LLC since 2018 and previously served as an independent economic advisor from 2014 to 2018. Rodriguez is also the owner and advisor of Superavit Asset Management SAS, an investment advisory firm based in Argentina. Investire LLC provides discretionary portfolio management and advisory services to individual, high-net-worth, and institutional clients, including sovereign wealth entities and non-U.S. investors. The firm’s investment approach combines quantitative models with fundamental and technical analysis, employing both tactical and strategic asset allocation methods.
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