AGVICTUS CAPITAL MANAGEMENT LLC
Adviser information for AGVICTUS CAPITAL MANAGEMENT LLC last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 6 |
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Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 3 | $369.9M |
Total | 3 | $369.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | <5 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | <5 | $369.9M |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | PORTFOLIO MANAGEMENT FOR FAMILY OFFICE |
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Compensation | % of AUMPerformance-based fees |
Identifiers
SEC RIA File Number | 801-119563 |
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SEC ERA File Number | 801-119563 |
SEC CIK Numbers | None |
SEC CRD Numbers | 307047 |
Legal Entity Identifier | None |
Principal Office
3650 MANSELL ROAD,SUITE 495
ALPHARETTA
GA
United States
Monday - Friday, 7:00AM - 4:00PM
Tel: 678-387-1750, Fax: 678-384-4480
Chief Compliance Officer
MATTHEW ALAN WHITLEY
PRESIDENT
3650 MANSELL ROAD
SUITE 495
ALPHARETTA
GA
United States
Tel:
678-387-1750
Fax:
678-384-4480
M*******@***********M
(Full email address available in API data)
Regulatory Contact
DANIEL SCOTT
MANAGER OF ACCOUNTING, COMPLIANCE AND ADMINISTRATION
3650 MANSELL ROAD
SUITE 495
ALPHARETTA
GA
United States
Tel:
678-464-7173
D*****@***********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
WHITLEY, MATTHEW, A | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 04/2012 | > 75% |