Invenomic Capital Management LP
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 287617
- Registered since
- April 20, 2017
- Website
- www.invenomic.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies60.07%
- Pooled Investment Vehicles39.93%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Invenomic Capital Management LP is a limited partnership hedge fund that registered with the SEC in 2017 and serves primarily institutional clients. The firm acts as a CPO/CTA and provides portfolio management for investment companies and pooled investment vehicles; it also serves as a sponsor/GP or managing member of pooled vehicles. Its fees combine a percentage of assets under management with performance-based components. Invenomic identifies as an active ESG investor and appears to run both internally managed strategies and sponsored pooled funds rather than acting as a pure capital allocator. The firm’s operational profile—few large accounts, pooled vehicle sponsorship, and CPO/CTA activity—suggests a focus on concentrated, active strategies that can include manager selection and commodity-linked programs in addition to traditional equity mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Nicholas Harris
Chief Compliance OfficerCRD 8020862
Contacts
2 of 2
Benjamin Deschaine
PresidentCRD 5249904

Ali Motamed
Managing PartnerCRD 6761457
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$1.1M in ETFs
100%
$1.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TRUST (MDY) | State Street | Passive | Mid Cap Blend | $561K | 797 | 52.12% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 211 Congress St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Flagship Harbor Advisors, LLC
RIABoston, MA
Northeast Investment Management Inc
RIABoston, MA
Pathlight Capital
RIABoston, MA
Falcon Investment Advisors, LLC
RIABoston, MA
Eterna Growth Partners
RIABoston, MA
Elephant
RIABoston, MA