The Invictus Collective, LLC
Firm details
- Headquarters
- Park Ridge, Illinois
- CRD number
- 310744
- Registered since
- May 12, 2021
- Website
- theinvictuscollective.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, STONEX FINANCIAL INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI99.02%
- Corporations / Businesses0.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
The Invictus Collective, LLC is an independent, SEC-registered investment adviser organized as an LLC and formed in 2021. The firm is owner-operated and positions itself as a capital allocator serving individual and family clients. Its fee model combines a percentage-of-assets approach with the possibility of performance-based compensation. Advisory capabilities include financial planning and portfolio management across a variety of client types: individuals and small businesses, pooled investment vehicles, and institutional/business accounts. The firm also conducts manager selection for third-party advisers and has industry roles as sponsor, general partner, and managing member of pooled vehicles. The Invictus Collective is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds63%
- Public Funds/Mutual Funds30%
- Exchange Traded Equities5%
- Non-Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Travis Army
Chief of StaffCRD 8268646
Robert Bower
Chief Investment OfficerCRD 7380838
Contacts
3 of 3
Christian Habitz
Founder & Managing PartnerCRD 4436200
Connor Hickey
Co-Portfolio ManagerCRD 6949279
Colleen Mckenna
Director of Client Services & OperationsCRD 5635099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Park Ridge, IL
Cook
Location
Park Ridge, IL
Headquartered in Park Ridge, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 3 S Prospect Ave
- Time zone
- CT (UTC-6)
- Office locations
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