# Invantage Capital LLC

> Invantage Capital LLC is a state-registered investment advisory firm in Lafayette, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 337627
- Filed as: INVANTAGE CAPITAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lafayette, CA
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337627
- AdvisorCensus page: https://advisorcensus.com/firm/invantage-capital-llc-lafayette-ca-337627

## Quick answers

**How is Invantage Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Invantage Capital LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Invantage Capital LLC located?**
Invantage Capital LLC's principal office is in Lafayette, CA, according to its Form ADV.

**Is Invantage Capital LLC registered with the SEC or a state?**
Invantage Capital LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337627.

**How much does Invantage Capital LLC manage?**
Invantage Capital LLC reports $4,167,974 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).

**Does Invantage Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337627

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $4,167,974
- Discretionary: $4,167,974
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Fewer than 5 | $4,167,974 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Invantage Capital LLC (CRD 337627): Form ADV filing data as of October 2026.