CRD: 310744
THE Invictus Collective, LLC
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- Custodian
- Fidelity/NFS ยท Stonex
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-12-2021
- Office Locations
- 3
Office Locations
About THE Invictus Collective, LLC
The Invictus Collective is an independent registered investment advisor serving institutions and ultra-high-net-worth families with three core investment strategies and bespoke multi-family office solutions. Founded by Forbes Top 125 America Wealth Advisor Christian Habitz, it was the first multi-family office invited to join the Stanford University Family Office Initiative.
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Accredited Investors
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Technology
Owner & Executives
CHRISTIAN NATHANIEL HABITZ
FOUNDER, Managing Member, Partner
- CRD
- #4436200
- Ownership
- 75% or more
Robert Dean Bower
Chief Investment Officer
- CRD
- #7380838
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Travis Army
Co-Portfolio Manager and Chief of Staff
- CRD
- #8268646
CONNOR JAMES HICKEY
Co-Portfolio Manager and Market Strategist
- CRD
- #6949279
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,228,879 | $2,226,461 |
| Non-Discretionary | $355,759,361 | $10,463,511 |
| Total | $475,988,240 | $5,408,957 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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