MGM INNOVA CAP MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$78M
Discretionary
$78M
100% of AUM
Avg account
$19.5M
Accounts
4
Employees
10
Advisory reps
3

Firm details

Headquarters
MIAMI, Florida
CRD number
301918
Registered since
April 28, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MGM Innova Cap Management LLC is an SEC-registered investment adviser that operates as a private equity fund manager and manager of pooled investment vehicles. Founded as an LLC and registered with the SEC in 2021, the firm serves institutional clients and provides portfolio management for pooled vehicles, acting in sponsor/GP and managing-member capacities for those vehicles. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees, consistent with private equity-style economics. The firm identifies as an active ESG investor and reports managing pooled vehicles rather than serving as a broad capital allocator. MGM Innova Cap Management’s organizational structure is a domestic entity with individual ownership and it does not present itself as a pension consultant or a multi-state adviser.

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

3 of 3
  • Marco Monroy

    Founder & CEOCRD 7142272

  • Maria Iannariello

    Founder, COOCRD 7142279

  • Mark Kekich

    Chief Financial OfficerCRD 7142250

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

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
2 S Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth