Invasor Capital Management, LLC

RIASEC Registered
Total AUM
$543K
Discretionary
$543K
100% of AUM
Avg account
$543K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Scottsdale, Arizona
CRD number
171019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Invasor Capital Management, LLC is structured as a limited liability company that operates as a hedge fund manager focused on pooled investment vehicles. The firm primarily serves institutional clients and functions as sponsor, general partner, and managing member of its pooled products. Its advisory work centers on portfolio management for pooled investment vehicles rather than separate-account management or pension consulting. The firm charges a combination of asset-based fees and performance-based fees, consistent with hedge fund fee structures. It is not positioned as an ESG investor, does not identify as a multi-state adviser, and is reported as privately owned by an individual. SEC registration year is not provided in the source data.

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

Contacts

1 of 1
  • Christopher Coleman

    Christopher Coleman

    Principal, InvestmentsCRD 6323184

Wealth teams

FINTRX

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

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
9319 N 94th Way
Time zone
MT (UTC-7)
Office locations

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