Innovatus Capital Partners, LLC

RIASEC Registered
Total AUM
$1.4B
Discretionary
$1.2B
87% of AUM
Avg account
$64.4M
Accounts
21
Employees
20
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
281928
Registered since
November 20, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Innovatus Capital Partners, LLC is an SEC-registered investment manager formed in 2015 and organized as a limited liability company. The firm operates as a private equity fund manager serving institutional clients and provides portfolio management for pooled investment vehicles. Its business model includes acting as sponsor, general partner and managing member of pooled vehicles, and its fee arrangements combine a percentage-of-AUM component with performance-based fees. Innovatus does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
777 3rd Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth