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
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 6
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
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
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-119563
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
(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
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WHITLEY, MATTHEW, A Individual PRESIDENT AND CHIEF COMPLIANCE OFFICER 04/2012 > 75%

No. Employees, Historic

10502020202120222023202420255 on 9/1/20205 on 3/30/20216 on 3/28/20226 on 9/29/20226 on 3/7/20236 on 3/6/2024

RAUM, Historic

400M200M0202020212022202320242025197503818 on 9/1/2020194488855 on 3/30/2021331204679 on 3/28/2022331204679 on 9/29/2022352947983 on 3/7/2023369897133 on 3/6/2024