INVICTUS FIDUCIARY SERVICES, LLC

Overview

Invictus Fiduciary Services, LLC is an SEC-registered investment adviser organized as an LLC and first registered in 2017. The firm operates on a percentage-of-assets-under-management fee model and is owned by an individual. It does not describe itself as a capital allocator and reports that it is not an active ESG investor or a multistate adviser; its regulatory classification is listed as unclassified. The firm’s profile and reported activity point to a compact advisory practice focused on managing client portfolios under discretionary authority for the bulk of its assets. Because it identifies as not being a capital allocator and lists allocations to third-party external managers for alternatives, Invictus appears to rely on external fund managers for specialty exposures rather than running in-house private investment vehicles.

Assets & Accounts

Investments & Alternatives