Innovative Capital Management

RIASEC & State Registered
Total AUM
$43.6M
Discretionary
$43.6M
100% of AUM
Avg account
$21.8M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
Newport Beach, California
CRD number
130446
Registered since
October 2, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Innovative Capital Management is a limited liability company that operates as a hedge fund adviser focused on managing pooled investment vehicles for institutional clients. The firm charges both a percentage-of-assets fee and performance-based fees, and it is affiliated with at least one related adviser. Innovative Capital Management is registered with the SEC; its registration year is 2026. The firm does not position itself as an active ESG investor and is not structured as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Scott Parent

    President & Portfolio ManagerCRD 2628201

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
4100 Campus Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth