INNOCAP INVESTMENT ADVISERS, LLC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 324591
- Registered since
- June 9, 2023
- Website
- www.innocap.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Innocap Investment Advisers, LLC is an SEC-registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm identifies as a capital allocator that provides portfolio management for businesses and institutions and specifically offers selection of other advisers, indicating reliance on external managers or sub‑advisors as part of its operating model. Ownership is listed as a combination of a domestic entity and an individual. The firm charges clients via a mix of percentage-of-AUM fees and fixed fees. It is not positioned as an active ESG investor and is not designated as a multi-state adviser. Industry affiliations include relationships with broker‑dealers, other investment advisers, and with commodity pool operator/commodity trading advisor entities, which aligns with its use of external managers and derivatives-oriented strategies.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents52%
- Exchange Traded Equities27%
- Other11%
- Non-Investment Grade Corp Bonds7%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Kelly McGowan
Chief Compliance Officer & Legal CounselCRD 7332438
Contacts
1 of 1JOSHUA KESTLER
PresidentCRD 5864317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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