CAPITAL INNOVATIONS, LLC

RIASEC RegisteredEst. 2011

Total AUM

$807M

Discretionary

$406M

50% of AUM

Avg account

$89.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: WAUKESHA, Wisconsin
CRD number: 145329
Registered since: April 25, 2011
Website: capinnovations.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: Investment Companies98.99%
Other Investment Advisers0.84%
HNWI0.17%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Capital Innovations, LLC is an SEC-registered investment adviser organized as an LLC and active since 2011. The firm identifies as a capital allocator that primarily serves institutional clients while offering portfolio management services across a range of client types, including individuals/small businesses, investment companies, and other businesses or institutions. Its advisory services include selecting and overseeing third-party managers. Fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm reports being an active ESG investor.