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INVICTUS GROWTH PARTNERS

SAN MATEO, CA · CRD 311947 · IAPD ↗ · invictusgrowth.com · 415-886-9830

$1.26BRegulatory AUM
12Advisory reps
12Employees
0Clients
n/aPlanning clients
17Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — INVICTUS GROWTH PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
April 2026 — INVICTUS GROWTH PARTNERS grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2025 — INVICTUS GROWTH PARTNERS grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — INVICTUS GROWTH PARTNERS crossed $1B in regulatory AUM ($612.4M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — INVICTUS GROWTH PARTNERS crossed $500M in regulatory AUM ($427.0M -> $612.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2024 — INVICTUS GROWTH PARTNERS grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.