Asset manager · Washington, DC
Invictus Capital Partners
Invictus Capital Management, LP · SEC-registered investment adviser · CRD 157315 · SEC 801-113156
At a glance
Invictus Capital Partners is an SEC-registered investment adviser based in Washington, District of Columbia, with $7.2 billion in regulatory assets under management as of its Form ADV filed August 25, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a asset manager, ranked 585th of 3,218 asset managers and 1,666th of 17,210 SEC-registered advisers by assets.
Main office 202-534-1815invictuscp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $7.2B
- Rank among asset managers
- #585 of 3,218
- Rank among all SEC RIAs
- #1,666 of 17,210
- Rank in District of Columbia
- #12 of 59
- Clients
- 29
- Accounts
- 29
- Discretionary
- 90% of AUM
- Employees
- 53
- Advisory staff
- 28
- Offices
- 1
Owners and executives on its Form ADV
- Michael W. WardenChief Executive Officer
- Robert C. KonigsbergChief Operating Officer
- Duane K. BeasleyGeneral Counsel
- Daniel B. RosenbergChief Financial Officer
- Michael PapadopoulosChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 15 | $3.0B | 42% |
| Insurance companies | 5 | $1.7B | 23% |
| Other investment advisers | 8 | $1.5B | 21% |
| State or municipal government entities | 1 | $1.0B | 14% |
Private funds
Invictus Capital Partners reports 15 private funds with $3.0B in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Invictus Capital Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗invictuscp.com ↗
AtlasMembers
The full record on Invictus Capital Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 613 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Invictus Capital Partners manage?
Invictus Capital Partners reports $7.2 billion in regulatory assets under management across 29 accounts, 90% of it on a discretionary basis, on its Form ADV filed August 25, 2026.
What kind of firm is Invictus Capital Partners?
Invictus Capital Partners is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Invictus Capital Partners’s clients?
By assets, its largest client types are pooled investment vehicles ($3.0 billion, 15 clients); insurance companies ($1.7 billion, 5 clients); other investment advisers ($1.5 billion, 8 clients).
Does Invictus Capital Partners manage private funds?
Yes. It reports 15 private funds with $3.0 billion in gross assets, including real estate funds.
Does Invictus Capital Partners have any disciplinary history?
Invictus Capital Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Invictus Capital Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →