INVICTUS GROWTH PARTNERS

RIASEC RegisteredEst. 2022
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$74.3M
Accounts
17
Employees
12
Advisory reps
3

Firm details

Headquarters
SAN MATEO, California
CRD number
311947
Registered since
August 3, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Invictus Growth Partners is an LLC that operates as a private equity fund manager registered with the SEC in 2022. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles, acting in sponsor/GP and managing-member capacities for those vehicles. Its fees combine a percentage-of-AUM component with performance-based fees. The adviser is not positioned as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • HEATHER BRIEN

    Partner, Head of OperationsCRD 6252515

  • William Nettles

    Co-Founder and Managing PartnerCRD 7321417

  • JOHN DELOCHE

    Co-Founder and Managing PartnerCRD 2561233

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

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
160 Bovet Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth