Invictus Capital Partners

RIASEC RegisteredEst. 2018
Total AUM
$7.2B
Discretionary
$6.5B
90% of AUM
Avg account
$248M
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 Vehicles41.68%
  • Insurance Companies23.01%
  • Other Investment Advisers21.39%
  • State / Municipal Government13.92%
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 has been SEC‑registered since 2018. The firm operates primarily for institutional clients and is structured around pooled investment vehicles; it provides portfolio management for pooled vehicles as well as for businesses or institutions. On the operational side, Invictus functions in roles typical of commodity program managers and advisers (CPO/CTA) and also serves as sponsor, general partner, or managing member of the funds it oversees. Its economics are a combination of asset‑based fees and performance‑linked compensation. The firm is not positioned as an ESG investor and is not described as a capital allocator.

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

FINTRX

Client base

Client personas

Asset composition

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

Owners & executives

3 of 3
  • Robert Konigsberg

    Robert Konigsberg

    Chief Operating OfficerCRD 6436892

  • Duane Beasley

    Duane Beasley

    Chief Compliance OfficerCRD 7136057

  • Daniel Rosenberg

    Daniel Rosenberg

    Chief Financial OfficerCRD 7356765

Contacts

2 of 2
  • Michael Warden

    Michael Warden

    Senior Managing DirectorCRD 2938336

  • Michael Papadopoulos

    Senior Associate General CounselCRD 5749789

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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