OLA INVIERTE, LLC

Adviser information for OLA INVIERTE, LLC last updated from Form ADV on August 8th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPublication of periodicals or newslettersEducational seminars/workshops
Compensation Hourly chargesFixed fees

Identifiers

SEC RIA File Number 801-125801
SEC ERA File Number 801-125801
SEC CIK Numbers None
SEC CRD Numbers 318691
Legal Entity Identifier None

Principal Office

1080 BRICKELL AVE
MIAMI
FL
United States
Monday - Friday, 9AM-5PM
Tel: 4159969267, Fax: None

Websites

Chief Compliance Officer

ISABEL PENZINI
CHIEF EXECUTIVE OFFICER
1129 HALSEY ST.
3F
BROOKLYN
NY
United States
Tel: 4159969267
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
PENZINI, ISABEL, CARLOTA Individual SOLE OWNER, CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER 02/2021 > 75%

No. Employees, Historic

10502022202320244 on 5/4/20224 on 5/6/20224 on 5/11/20224 on 5/13/20221 on 8/8/2023

RAUM, Historic

000202220230 on 5/4/20220 on 5/6/20220 on 5/11/20220 on 5/13/2022