THE INVICTUS COLLECTIVE, LLC

CRD 310744 · SEC 801-121217

Visit website

3 SOUTH PROSPECT AVENUE, SUITE 201, PARK RIDGE, IL, 60068, United States

Phone

(866) 636-3468

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$476.0M

Discretionary AUM

$120.2M

Team

5 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-11

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
High net worth individuals	16	$471.3M

States served

IL, MA, UT, TX, FL

All web addresses on file

https://www.linkedin.com/company/the-invictus-collective/
https://www.TheInvictusCollective.com
https://www.firstprincipleam.com/institutional/

Official SEC filing: View on IAPD