Multi-Family Office

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Invictus Advisory Group

Invictus Advisory Group is a firm founded in 2008 in Leesburg, Virginia. It offers investment advisory and management consulting services across multiple...

Invictus Advisory Group

Invictus Advisory Group is a firm founded in 2008 in Leesburg, Virginia. It offers investment advisory and management consulting services across multiple sectors. The company provides real estate advisory, contract and grant procurement, capital raising, equity investment facilitation, and engineering mergers and acquisitions.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

San Francisco

Corporate office

San Francisco, CA, United States

Sector focus

Wealth ManagementEstate PlanningFamily Governance

Frequently asked questions

Is Invictus Advisory Group structured as a single family office or does it operate more like a wealth management firm?

Invictus Advisory Group operates as a multi-family office, serving multiple unrelated families rather than a single family. This structure distinguishes it from single-family offices by pooling services and investment access across clients.

What investment stages or asset classes does Invictus Advisory Group typically target?

Public information does not detail specific asset-class targets. Multi-family offices generally allocate across a mix of public equities, private equity, real estate, and fixed income, but Invictus Advisory Group has not disclosed its strategy.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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