THE INVICTUS COLLECTIVE, LLC

Overview

The Invictus Collective, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2021. The firm services individual and family clients and positions itself as both portfolio manager and capital allocator—providing financial planning, discretionary and non‑discretionary portfolio management across individuals, pooled investment vehicles and institutional/business accounts, and selecting outside managers when appropriate. Fee arrangements include a percentage‑of‑AUM component and performance‑based fees, and the firm also acts as sponsor, general partner and managing member for pooled vehicles it manages. Investment approach skews toward traditional portfolio management with a clear fixed‑income orientation. The firm is not identified as an active ESG investor. It uses third‑party alternative managers and runs at least one private fund, which suggests a hybrid model of in‑house vehicle sponsorship plus allocation to external managers.

Assets & Accounts

Investments & Alternatives

Location & Offices