INVANTAGE CAPITAL LLC

INVANTAGE CAPITAL LLC of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 337627). Regulatory assets under management: $4.2M.

Registration

• CRD: 337627
• Type: Registered investment adviser
• Location: 3650 MT. DIABLO BLVD, LAFAYETTE, CA, 94549
• Phone: 1-510-326-6957
• Latest filing: 2026-06-02
• Regulatory AUM: $4.2M
• Discretionary AUM: $4.2M
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337627 on SEC IAPD (source of record)
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