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 an individual-owned limited liability company that operates as a hedge fund manager serving institutional clients. The firm’s advisory activity is focused on portfolio management for pooled investment vehicles, and it functions in roles such as sponsor, general partner, and managing member of those vehicles. Its compensation combines a percentage-of-assets component with performance-based fees. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser. It is not described as a capital allocator or pension consultant and appears sized and structured around managing pooled alternative strategies rather than providing broad wealth-management services.

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

    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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth