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 hedge-fund‑style limited partnership that serves institutional clients and operates with both percentage-of-AUM and performance-based fee arrangements. The firm is registered with the SEC (since 2017) and performs commodity pool operator/commodity trading advisor (CPO/CTA) activities while also providing portfolio management for investment companies and pooled investment vehicles. Invenomic reports being an active ESG investor and participates as sponsor or general partner for pooled vehicles in addition to its advisory roles.
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 2BENJAMIN 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
$949K in ETFs
100%
$949K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TRUST (MDY) | State Street | Passive | Mid Cap Blend | $492K | 797 | 51.79% |
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
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