Innocap Investment Advisers, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 324591
- Registered since
- June 9, 2023
- Website
- www.innocap.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Innocap Investment Advisers, LLC is an institutional registered investment adviser structured as an LLC and registered with the SEC in 2023. The firm functions as a capital allocator and focuses on portfolio management for businesses and institutional clients, and on selecting third-party advisers to implement portions of client portfolios. Compensation is a mix of percentage-of-AUM and fixed fees. Innocap does not identify as an active ESG investor and is not designated as a multi-state adviser in the provided data. Industry affiliations reported include relationships with a broker-dealer, another investment adviser, and a commodity pool operator/commodity trading adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents52%
- Exchange Traded Equities27%
- Other11%
- Non-Investment Grade Corp Bonds7%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Kelly McGowan
Chief Compliance Officer & Legal CounselCRD 7332438
Contacts
1 of 1
Joshua Kestler
PresidentCRD 5864317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 300 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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