Capital Innovations, LLC

Overview

Capital Innovations, LLC is a single-owner institutional registered investment adviser that acts as a capital allocator for institutional clients while also providing portfolio management for individuals, small businesses, investment companies and other institutions. The firm has been SEC-registered since 2011 and reports both percentage-of-AUM and fixed-fee billing arrangements. Its regulatory filings indicate active ESG investing practices and that it engages third‑party advisers as part of its solution set. Advisory work spans discretionary and non‑discretionary mandates and includes the selection of outside managers, which suggests the firm uses outsourced managers alongside in‑house portfolio management. The firm is not registered as a multi‑state adviser, implying its regulatory footprint is concentrated rather than broadly registered across states.

Assets & Accounts

Public Holdings

Investments & Alternatives