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| Happy Holidays!! thanks for using AUM13F!! |
| Invariant Investment Management LLC
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|---|---|
| CRD # | 168772 |
| SEC # | 801-111716 |
| CIK # | |
| AUM | $135.9 M (2025-07-18) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 717-317-9006 |
| Address | 200 Grandview Avenue Camp Hill, PA 17011 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 91.1 |
| (b) Individuals (high net worth individuals) | 23 | 44.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 689 | 135.9 |
| By Discretionary | ||
| Discretionary | 686 | 135.5 |
| Non-Discretionary | 3 | 0.4 |
| Total | 689 | 135.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.9 | |
| Total | 689 | 135.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bird Rock Asset Management LP
✚
|
TX | 0.1 |
|
Unified Investment Management LLC
✚
|
GA | 0.1 |
|
Drystone LLC
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|
0.1 | |
|
Sustainable Investment Solutions LLC
✚
|
MA | 0.1 |
|
H S Dreher Capital Management LLC
✚
|
NC | 0.1 |
|
Butler Financial Services Inc
✚
|
CO | 0.1 |
|
Credentialed Wealth Advisors LLC
✚
|
CO | 0.1 |
|
Cedarwood Wealth LLC
✚
|
CO | 0.1 |
|
Downshift Financial LLC
✚
|
0.1 | |
|
Game Plan Advisors Inc
✚
|
TX | 0.1 |