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INVARIANT INVESTMENT MANAGEMENT
Legal name: INVARIANT INVESTMENT MANAGEMENT LLC
CRD 168772File 801-111716
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$182.7M
Bottom 25% of cohort (national)
Discretionary AUM
$182.2M
Non-discretionary $484K
Clients
313
762 accounts
Employees
7
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 22, 2017
- Principal office
- 200 GRANDVIEW AVENUE, SUITE 103, CAMP HILL, PA, 17011
- Phone
- (717) 317-9006
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $182.7M
- Discretionary AUM
- $182.2M
- Non-discretionary AUM
- $484K
- Discretionary accounts
- 759
- Non-discretionary accounts
- 3
- Total accounts
- 762
- AUM per client
- $584K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $11.9M |
| High net worth individuals | 45 | $97.1M |
| Individuals (other than high net worth individuals) | 268 | $73.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.