Innovative Capital Advisors, LLC

RIASEC RegisteredEst. 2012
Total AUM
$619M
Discretionary
$619M
100% of AUM
Avg account
$24.8M
Accounts
25
Employees
7
Advisory reps
3

Firm details

Headquarters
Chicago, Illinois
CRD number
161281
Registered since
June 19, 2012
Fee structure
Percentage of AUM
Client types
  • Insurance Companies100%

Firm profile

FINTRX

Overview

Innovative Capital Advisors, LLC is an SEC-registered institutional registered investment adviser that has operated since 2012 as an LLC owned by an individual. The firm serves institutional clients and charges advisory fees based on a percentage of assets under management. It is not registered as a multi-state adviser, is not positioned as an ESG investor, and does not identify as a pension consultant, capital allocator, or related adviser in the provided filings.

Assets & Accounts

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

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

1 of 1
  • Peter Mavrogenes

    Peter Mavrogenes

    Senior Managing Director and Chief Executive OfficerCRD 4356938

Contacts

2 of 2
  • Robert Malone

    DirectorCRD 4423371

  • J Pervan

    CRD 8043703

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

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
200 W Adams St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth