SourcingSourcing

INVARIANT INVESTMENT MANAGEMENT LLC

C40
CRD 168772·SEC 801-111716·CAMP HILL, PA
AUM
$182.7M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$548K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVARIANT INVESTMENT MANAGEMENT LLC
CRD
168772
SEC file #
801-111716
EIN
471027786
DBA names
Invariant Investment Management

Economics

AUM
$182.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$136.0M → $182.7M▲ +34%
Client mix
Individuals Other268
Individuals High Net Worth45

Operations

Employees (total)
7
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
6 advisors → 6 advisors▬ 0%
Primary office
CAMP HILL PA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
invariantinvestments.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARBOGAST, SETH, WILLIAM
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
ARBOGAST, SETH, WILLIAM
BOROWSKY, DAVID, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INVARIANTINVESTMENTS.COM
Rdap Domain Creation Date
2013-11-20T17:43:46Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001665391
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2016-02-11
Edgar Last Filing Date
2017-01-23
Edgar Form D Count
2
Edgar Form D Offerings
2017-01-232017-01-23 · 0001665391-17-000001
2016-02-112016-02-11 · 0001665391-16-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
1013 MUMMA RDSUITE 201LEMOYNE, PA 17043
Business
1013 MUMMA RDSUITE 201LEMOYNE, PA 17043
Edgar EIN
471027786
Edgar Recent Filings
D/A2017-01-23 · 0001665391-17-000001
D2016-02-11 · 0001665391-16-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-20T17:43:46Z
Rdap Domain Last Changed
2024-11-21T15:30:15Z
Rdap Nameservers
Ns35.domaincontrol.comNs36.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5070257
Trust Company Affiliate
No

People (6)

6
ARBOGAST, SETH, WILLIAM
IAR · Direct Owner · 37.5%
5070257
BOROWSKY, DAVID, MICHAEL
IAR · Direct Owner · 37.5%
5680824
Smith, Gary, Alan
IAR · Direct Owner · 37.5%
7111370
Erin Lynn Fischer
IAR
7840856
CHARLES WILLIAM WISE
IAR
4799506
JONATHAN MICHAEL TURNER
IAR
4853469