Innovius Capital Management, LLC

RIASEC RegisteredEst. 2023
Total AUM
$366M
Discretionary
$366M
100% of AUM
Avg account
$52.3M
Accounts
7
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 an SEC-registered investment manager (registered in 2023) organized as an LLC and owned by an individual. The firm describes itself as a manager of private equity, venture capital and multi-strategy funds and serves an institutional client base. Its advisory work centers on portfolio management for pooled investment vehicles; it also acts as sponsor, general partner and managing member of pooled vehicles it operates. Innovius charges a combination of percentage-of-AUM and performance-based fees and does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

    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