SourcingSourcing

INVENOMIC CAPITAL MANAGEMENT LP

C25
CRD 287617·SEC 801-110459·BOSTON, MA
AUM
$3.39B
$1B+
Est. Revenue
$33.9M
@ 1% on AUM
Est. EBITDA
$10.2M
@ 30% margin
Est. Deal Value
$81.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVENOMIC CAPITAL MANAGEMENT LP
CRD
287617
SEC file #
801-110459
EIN
821442161
DBA names
—

Economics

AUM
$3.39B
AUM band
$1B+
AUM trajectory
'20'26
$236.5M → $3.39B▲ +1335%
Client mix
Pooled Investment Vehicles5
Investment Companies1

Operations

Employees (total)
17
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
5 advisors → 7 advisors▲ +40%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOTAMED, ALI, NMN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
MOTAMED, ALI, NMN
PLATYPUS PARTNERS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:invenomic.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001715471
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2017-08-29
Edgar Last Filing Date
2026-01-08
Edgar Form D Count
7
Edgar Form D Offerings
2026-01-082026-01-08 · 0001715471-26-000001
2025-01-082025-01-08 · 0001715471-25-000001
Edgar Former Names
BALTER INVENOMIC FUND LP

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs6
Jpmorgan5
E*trade4
Northern Trust2
Edgar Addresses
Mailing
C/O INVENOMIC PRIVATE FUND GP LLC211 CONGRESS STREET, 8TH FLOORBOSTON, MA 02110
Business
C/O INVENOMIC PRIVATE FUND GP LLC211 CONGRESS STREET, 8TH FLOORBOSTON, MA 02110
Edgar EIN
821442161
Edgar Recent Filings
D/A2026-01-08 · 0001715471-26-000001
D/A2025-01-08 · 0001715471-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6761457
Trust Company Affiliate
Yes

People (3)

3
MOTAMED, ALI, NMN
Direct Owner · 87.5%
6761457
DESCHAINE, BENJAMIN, ROBERT
Executive Officer · 2.5%
5249904
Harris, Nicholas, Christopher Messina
Executive Officer · 2.5%
8020862