INNOVATION PARTNERS LLC

Overview

Innovation Partners LLC is a small, SEC-registered investment firm organized as an LLC and in operation since 2013. It functions principally as an independent broker‑dealer and insurance broker while also providing advisory services. The firm identifies itself as a capital allocator serving individual and family clients across multiple states. Its advisory menu includes financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and selection of other advisers. Fees are charged through a mix of AUM percentage, hourly and fixed fees, and other arrangements. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices