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| Invariant Investment Management LLC
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|---|---|
| CRD # | 168772 |
| SEC # | 801-111716 |
| CIK # | 0001850871 |
| AUM | 182.7 M (2026-02-24) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 717-317-9006 |
| Address | 200 Grandview Avenue Camp Hill, PA 17011 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.4 | ||
| Altria Group Inc | 1.4 | ||
| Visa Inc | 1.3 | ||
| Cardinal Health Inc | 1.3 | ||
| Grainger W W Inc | 1.1 | ||
| Mastercard Inc | 1.1 | ||
| Nvidia Corp | 1.1 | ||
| Adobe Systems Inc | 1.1 | ||
| McKesson Corp | 1.1 | ||
| Colgate Palmolive Co | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 268 | 73.7 |
| (b) Individuals (high net worth individuals) | 45 | 97.1 |
| (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 | 11.9 |
| (n) Other | 0 | 0.0 |
| Total | 762 | 182.7 |
| By Discretionary | ||
| Discretionary | 759 | 182.2 |
| Non-Discretionary | 3 | 0.5 |
| Total | 762 | 182.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.7 | |
| Total | 762 | 182.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001850871] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Retail |
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|---|---|---|
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|
WOLD Financial Group LLC
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