The Invictus Collective, LLC

RIASEC Registered

Total AUM

$476M

Discretionary

$120M

25% of AUM

Avg account

$5.4M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

The Invictus Collective, LLC is an independent Registered Investment Adviser organized as an LLC and registered with the SEC in 2021. The firm serves primarily individual and family clients and positions itself as a capital allocator that also sponsors and manages pooled investment vehicles — acting as sponsor, general partner and managing member on some funds. Its advisory services include financial planning and portfolio management across individual, small business, pooled vehicle and institutional clients, as well as selection of other advisers. Compensation is a mix of a percentage of assets under management and performance-based fees. The firm does not identify as an ESG-focused investor.