INNOVIUS CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2023
Total AUM
$365M
Discretionary
$365M
100% of AUM
Avg account
$60.9M
Accounts
6
Employees
10
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
311568
Registered since
January 20, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Innovius Capital Management, LLC is a limited liability company that operates as a multifaceted fund manager, specializing in private equity and venture capital. Established in 2023, the firm focuses primarily on institutional clients and engages in portfolio management for pooled investment vehicles. The firm employs a fee structure that includes a percentage of assets under management and performance-based fees, aligning its interests with those of its clients. Although it is not classified as an active ESG investor, Innovius Capital Management is involved in various investment activities and affiliations within the financial services industry.

Assets & Accounts

Public Holdings

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
  • JUSTIN MOORE

    CEOCRD 5677477

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
4 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth