INNOVATIVE CAPITAL MANAGEMENT
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 130446
Firm profile
FINTRXOverview
Innovative Capital Management is a privately held limited liability company owned by an individual and organized to manage pooled investment vehicles rather than serve a typical retail advisory roster. The firm is classified as an unclassified adviser and is listed as an “Other Investment Adviser,” which aligns with its primary activity of sponsoring private funds. It does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or related adviser. Investment activity is concentrated in hedge fund vehicles. Rather than reporting traditional advisory relationships or discretionary retail AUM, the firm channels capital through its private fund structures. That setup suggests its investment decisions and manager allocations are implemented at the fund level, using the flexibility hedge funds provide for leverage, shorting, derivatives and opportunistic allocations.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1SCOTT PARENT
President & Portfolio ManagerCRD 2628201
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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