INNOVAYTE CAPITAL

RIASEC RegisteredEst. 2025
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
333275
Registered since
November 21, 2025
Fee structure
Other
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Innovayte Capital presents as a small, manager-driven allocator that focuses on running and overseeing pooled investment vehicles and providing portfolio management for businesses and institutions. The firm acts primarily as a capital allocator: it sources and commits to third‑party fund managers, constructs fund-of-funds allocations and can select sub‑advisers rather than acting solely as a traditional retail RIA. Its advisory remit explicitly includes managing pooled vehicles and hiring other advisers, which points to a middle‑office role—sourcing strategies, performing manager due diligence and combining manager exposures into client-facing vehicles. The firm does not position itself as an ESG investor and reports a nonstandard fee approach. It is registered with the SEC in 2025 and is set up as a domestic limited liability company owned at the entity/individual level. Innovayte Capital lists affiliations that include broker‑dealer and trust company relationships, implying access to traditional custody, execution and distribution channels alongside its adviser activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Owners & executives

1 of 1
  • RICHARD WILZ

    Chief Strategy OfficerCRD 4624473

Contacts

1 of 1
  • Rajiv Shah

    Managing DirectorCRD 3162156

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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
5430 Lyndon B Johnson Fwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth