|
⚲
|
| Invariant Investment Management LLC
✚
| |
|---|---|
| CRD # | 168772 |
| SEC # | 801-111716 |
| CIK # | |
| AUM | $101.0 MM (2024-06-14) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 717-317-9006 |
| Address | 200 Grandview Avenue Camp Hill, PA 17011 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 66.4 |
| (b) Individuals (high net worth individuals) | 23 | 34.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 607 | 101.0 |
| By Discretionary | ||
| Discretionary | 604 | 100.7 |
| Non-Discretionary | 3 | 0.4 |
| Total | 607 | 101.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.0 | |
| Total | 607 | 101.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ESG Planning
✚
|
CA | 0.1 |
|
Kuehne Christopher
✚
|
AZ | 0.1 |
|
GCI Financial Group Inc
✚
|
NJ | 0.1 |
|
FIT Asset Management LLC
✚
|
CO | 0.1 |
|
Future You Wealth LLC
✚
|
NY | 0.1 |
|
Medicus Wealth Planning Inc
✚
|
UT | 0.1 |
|
Titan Managers LLC
✚
|
AZ | 0.1 |
|
Bona FIDE Wealth LLC
✚
|
TX | 0.1 |
|
Worthington Financial Partners LLC
✚
|
OH | 0.1 |
|
Atlas Financial Planning LLC
✚
|
GA | 0.1 |