|
⚲
|
| Keyboard |
| Invictus Fiduciary Services LLC
✚
|
|
|---|---|
| CRD # | 286117 |
| SEC # | 801-108861 |
| CIK # | |
| AUM | 1,010.8 M (2026-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 901-260-1444 |
| Address | 6070 Poplar Avenue Memphis, TN 38119 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 33 | 1,010.8 |
| Total | 33 | 1,010.8 |
| By Discretionary | ||
| Discretionary | 27 | 913.5 |
| Non-Discretionary | 6 | 97.3 |
| Total | 33 | 1,010.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,010.8 | |
| Total | 33 | 1,010.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 32 |
| Comparable Firms | State | AUM |
|---|---|---|
|
CNL Strategic Capital Management LLC
✚
|
FL | 1,538.4 M |
|
Levine Leichtman Strategic Capital LLC
✚
|
CA | 1,503.2 M |
|
Morgan Properties Special Situations II LLC
✚
|
PA | 1,372.8 M |
|
Goldenx Company
✚
|
MA | 1,316.7 M |
|
CornerStone Trust Management Services LLC
✚
|
FL | 1,076.6 M |
|
Petiole USA Limited
✚
|
NY | 1,050.6 M |
|
Develop Capital Partners LP
✚
|
NY | 940.0 M |
|
Innovative Capital Advisors LLC
✚
|
IL | 619.5 M |
|
Brock Fiduciary Services LLC
✚
|
NY | 588.2 M |
|
Optimized Investment Partners LLC
✚
|
525.0 M |