Skip to main content
Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Florida HQ: Coral Gables, FL

Invex Advisors

$0.8B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($62.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Real Estate, Private Equity, Private Credit (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
12
5 Open Source Trails Below
Sum of Disclosed Rows
$62.5M
Total AUM: $0.8B
Median Disclosed Amount
$5.3M
Range: $2.5M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Invex Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
UP.Labs Fund IAdviser 7.B Vehicle Buyout 2025
$5.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
OCM Opportunities Fund VIIIAdviser 7.B Vehicle Buyout 2025
$5.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Renaissance Venture Cap Fund III, LPAdviser 7.B Vehicle Venture Capital 2025
$5.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Crayhill Principal Strategies IIIAdviser 7.B Vehicle Buyout 2024
$2.5M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
KSL Credit Opportunities IV, L.P.Adviser 7.B Vehicle Real Estate 2024
$5.1M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Invex Advisors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Invex Advisors (Family Office / MFO, $0.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 21.2% Actual; $6.1M Unallocated Target Bandwidth). SEC Form ADV (801-108084, CRD #164519) verified $0.76B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-04

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Invex Advisors

414 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Invex Advisors (12 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 2 Shared Vehicles

New Mexico State Investment Council

Sovereign Wealth Fund Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
UP.Labs Fund I (2024 Vintage)
Invex Advisors: $5.8M · SEC Form ADV 7.B
New Mexico State Investment Council: $26.0M · SEC Form ADV 7.B (NMSIC 2024 Q2, p.18)

Additional shared vehicles: Crosslink Ventures IX, L.P. (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 2 Shared Vehicles

Cuyahoga Valley Fort Collins Prescott Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crosslink Ventures IX, L.P. (2021 Vintage)
Invex Advisors: $5.0M · SEC Form ADV 7.B
Cuyahoga Valley Fort Collins Prescott Private Markets Primary & GP Seeder Fund-of-Funds: $198.0M · SEC Form ADV 7.B

Additional shared vehicles: Summit Partners Growth Eqty Fd IX-A,L.P. (2017 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 2 Shared Vehicles

Glens Falls Grand Strand Carrington Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KSL Credit Opportunities IV, L.P. (2024 Vintage)
Invex Advisors: $5.1M · SEC Form ADV 7.B
Glens Falls Grand Strand Carrington Institutional Outsourced CIO & Wealth Advisory: $90.2M · SEC Form ADV 7.B

Additional shared vehicles: UP.Labs Fund I (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+411 Additional Institutional LPs Report Shared Vehicles with Invex Advisors

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Invex Advisors

You are viewing 5 open public preview records (out of 12 total tracked records for Invex Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (414 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Invex Advisors and our interactive GP workspace.

Strategies Disclosed by Invex Advisors

Buyout LPs →Venture Capital LPs →Real Estate LPs →Private Equity LPs →Private Credit LPs →

Frequently Asked Questions: Invex Advisors

What type of institutional allocator is Invex Advisors and what is their typical disclosed ticket size?

Invex Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Florida; Headquarters: Coral Gables, FL). Across 12 historical disclosure records tracked on Prilago ($62.5M total parsed USD across disclosed rows), the median disclosed amount is $5.3M (range: $2.5M to $7.5M).

Which private-market strategies appear in Invex Advisors's public disclosures?

Invex Advisors has disclosed records across Buyout, Venture Capital, Real Estate, Private Equity, Private Credit. Open preview records include UP.Labs Fund I (2025 Vintage), OCM Opportunities Fund VIII (2025 Vintage), Renaissance Venture Cap Fund III, LP (2025 Vintage), Crayhill Principal Strategies III (2024 Vintage).

How are Invex Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Invex Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Invex Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/invex-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Invex Advisors?

In Prilago's bilateral commitment graph, Invex Advisors shares resolved underlying fund vehicles with 414 institutional LPs across 12 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include New Mexico State Investment Council (2 shared vehicles, e.g. UP.Labs Fund I (2024 Vintage)), Cuyahoga Valley Fort Collins Prescott Private Markets Primary & GP Seeder Fund-of-Funds (2 shared vehicles, e.g. Crosslink Ventures IX, L.P. (2021 Vintage)), Glens Falls Grand Strand Carrington Institutional Outsourced CIO & Wealth Advisory (2 shared vehicles, e.g. KSL Credit Opportunities IV, L.P. (2024 Vintage)).

Related Family Office / MFO & Florida Institutional LPs

Florida State Board of Administration (423)Tallahassee Retirement System (Tallahassee RS) (45)Brighton Jones (32)Btg Pactual Asset Management US (32)Mariner (32)Novo Holdings A/S (32)Pictet Alternative Advisors Family Office Pool (32)Pontegadea Inversiones (Ortega Family Office) (32)Rwa Wealth Partners (32)Sequoia Financial Group (32)