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INVARIANT INVESTMENT MANAGEMENT
INVARIANT INVESTMENT MANAGEMENT LLC
CRD 168772 · SEC 801-111716
200 GRANDVIEW AVENUE, SUITE 103, CAMP HILL, PA, 17011, United States
Phone
(717) 317-9006
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.7M
Discretionary AUM
$182.2M
Team
7 total employees; 6 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 268 | $73.7M |
| High net worth individuals | 45 | $97.1M |
States served
CA, IN, KY, MD, PA, FL
All web addresses on file
Official SEC filing: View on IAPD