INVICTUS CAPITAL PARTNERS

RIASEC RegisteredEst. 2018
Total AUM
$7.3B
Discretionary
$6.5B
90% of AUM
Avg account
$250M
Accounts
29
Employees
53
Advisory reps
5

Firm details

Headquarters
Washington, District of Columbia
CRD number
157315
Registered since
May 4, 2018
Custodians
COMPUTERSHARE TRUST COMPANY, N.A., COMPUTERSHARE TRUST COMPANY, N.A.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles41.13%
  • Insurance Companies22.81%
  • Other Investment Advisers22.25%
  • State / Municipal Government13.81%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Invictus Capital Partners is organized as a limited partnership and operates with a focus on pooled-investment management, particularly within real estate funds. The firm is registered with the SEC (since 2018) and positions itself as a manager serving institutional clients. Its regulatory and operating footprint includes CPO/CTA activity and sponsorship/GP roles for pooled vehicles; advisory services center on portfolio management for pooled investment vehicles and for businesses or institutions. Fee arrangements combine asset-based charges with performance-linked fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 97%, Cash & Cash Equivalents 3%97%
  • Other97%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 3
  • DUANE BEASLEY

    Chief Compliance OfficerCRD 7136057

  • DANIEL ROSENBERG

    Chief Financial OfficerCRD 7356765

  • ROBERT KONIGSBERG

    Chief Operating OfficerCRD 6436892

Contacts

2 of 2
  • MICHAEL WARDEN

    Senior Managing DirectorCRD 2938336

  • Michael Papadopoulos

    Senior Associate General CounselCRD 5749789

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
2001 M St NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth