Innocap Investment Advisers, LLC

RIASEC RegisteredEst. 2023
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$209M
Accounts
13
Employees
8
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
324591
Registered since
June 9, 2023
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Other100%
Services
Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Innocap Investment Advisers, LLC is an institutional registered investment adviser structured as an LLC and registered with the SEC in 2023. The firm functions as a capital allocator and focuses on portfolio management for businesses and institutional clients, and on selecting third-party advisers to implement portions of client portfolios. Compensation is a mix of percentage-of-AUM and fixed fees. Innocap does not identify as an active ESG investor and is not designated as a multi-state adviser in the provided data. Industry affiliations reported include relationships with a broker-dealer, another investment adviser, and a commodity pool operator/commodity trading adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 52%, Exchange Traded Equities 27%, Other 11%, Non-Investment Grade Corp Bonds 7%, Investment Grade Corp Bonds 1%, Derivatives 1%52%
  • Cash & Cash Equivalents52%
  • Exchange Traded Equities27%
  • Other11%
  • Non-Investment Grade Corp Bonds7%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Kelly McGowan

    Kelly McGowan

    Chief Compliance Officer & Legal CounselCRD 7332438

Contacts

1 of 1
  • Joshua Kestler

    Joshua Kestler

    PresidentCRD 5864317

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
300 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth