Invariant Investment Management LLC (Lemoyne)

Name: Invariant Investment Management LLC
Address: 1013 Mumma Rd, Suite 201, Lemoyne, PA, 17043
Telephone: 717-317-9006

Invariant Investment Management LLC is a large advisory firm based in Lemoyne. It manages $135.99 million of regulatory assets for 819 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Pennsylvania.

Invariant Investment Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Invariant Investment Management: assets under management

The assets under management (AUM) of Invariant Investment Management LLC is $135.99 million. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $134.45 million in discretionary accounts and $1.54 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $169.34 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $61.43 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 52% of the total AUM. The second-largest asset type is investment and business development companies, which make up 38% of the firm’s portfolio. Investments in cash and cash equivalents form 9% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Invariant Investment Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Invariant Investment Management serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Invariant Investment Management is individuals with 388 clients and $95.12 million of assets under management. Among the 8 most similar advisory firms, Invariant Investment Management has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $135.99 million for 419 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Invariant Investment Management doesn't advise any private funds.

Careers at Invariant Investment Management LLC

The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Ari Pinchas Huberman joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Seth William Arbogast	Chief executive officer/managing member	1 Aug 2013	75% - 100%	5070257
David Michael Borowsky	Chief investment officer & managing director	1 Aug 2013	50% - 75%	5680824
David Michael Borowsky	Chief compliance officer/managing member	1 Aug 2014	Other	5680824
Ari Pinchas Huberman	Chief compliance officer	1 Feb 2018	Other	6840303

Based in Lemoyne

The principal office where Invariant Investment Management LLC performs its advisory services is located at 1013 Mumma Rd, Suite 201, Lemoyne, PA 17043, which is also the mailing address of the firm. An additional office of the firm is in York, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 717-317-9006. The normal business hours are 9 am to 6 pm on Monday - Friday. You can find more information about the New York firm at linkedin.com/company/9427590/ and its LinkedIn profile.