# Invictus Private Wealth

Invictus Private Wealth is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** invictusprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/michael-caplan-b11719b

## Regulatory record

- **CRD number:** 317727
- **SEC file number:** 801-124987
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317727

## About

Invictus Private Wealth operates as a fiduciary, free from the constraints often associated with traditional wirehouses. The firm delivers a calm, professional experience rooted in thoughtful guidance and long-term financial confidence, with a focus on personalized planning, trusted expertise, and strong client relationships. Invictus Private Wealth, LLC is a registered investment adviser. Services discussed include legacy planning, education funding, retirement income planning, insurance review, and philanthropy.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Infrastructure
- Energy Transition & Renewables

## Questions

### Who runs investment decisions at Invictus Private Wealth?

The firm has not publicly identified its leadership team or investment committee members. As a privately held RIA, key personnel details are not widely available in public records.

### What investment stages does Invictus Private Wealth target?

The firm's investment mandate spans fund commitments and direct co-investments across multiple stages and asset classes. Its flexibility allows it to participate in both early-stage venture opportunities and mature infrastructure investments, depending on client objectives.

### Does Invictus Private Wealth participate in fund commitments or only direct deals?

The firm allocates capital across both fund commitments and direct co-investments. This dual approach allows clients to access diversified manager exposure while also making targeted direct investments in private companies and real assets.

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Last updated: 2026-08-11T15:07:05.535Z

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