Inverhouse, Inc. (Houston)

Inverhouse, Inc. is a large advisory firm based in Houston. It manages $50 million of regulatory assets for 313 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Inverhouse provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Inverhouse: assets under management

The assets under management (AUM) of Inverhouse, Inc. is $50 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts and $25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $111.61 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $280.9 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Inverhouse, Inc. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Inverhouse, Inc.

Luvy S Gonzalez has been acting as President since 1 May 1999. Jaime Isita joined the executive team most recently as the President/Finop.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ibarguengoitia Maite Portilla	Shareholder	1 Nov 1997	75% - 100%	2107223
Luvy S Gonzalez	President/owner	1 May 1999	Other	1687063
Luvy S Gonzalez	Owner	1 May 2001	Other	1687063
Jaime Isita	President/finop	1 May 2001	Other	1505879

Based in Houston

The principal office where Inverhouse, Inc. performs its advisory services is located at 1900 W Loop South, Suite 1040, Houston, TX 77027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.