Innovator Capital Management, LLC
Firm details
- Headquarters
- Wheaton, Illinois
- CRD number
- 287718
- Registered since
- March 9, 2017
- Website
- www.innovatoretfs.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Innovator Capital Management, LLC is an SEC-registered investment adviser formed as an LLC in 2017 that primarily serves institutional clients. The firm is paid on a percentage-of-assets basis and lists portfolio management for investment companies as a core advisory activity. It is not positioned as an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm also acts in sponsor and general partner capacities for pooled investment vehicles.
Assets & Accounts
Public Holdings
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
Owners & executives
3 of 3
Bryon Lake
Chief Transformation OfficerCRD 4528902
Graham Day
Executive Vice President & Chief Investment OfficerCRD 5532164
Kathleen Meyer
Chief Financial OfficerCRD 2462873
Contacts
3 of 5
Trevor Terrell
SVPCRD 5810969
David Plutzer
PartnerCRD 7026685
Elizabeth Overbay
CRD 4242794
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$922M in ETFs
100%
$922M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $922M | 1,542,283 | 100.00% |
Location
Wheaton, IL
Du Page
Location
Wheaton, IL
Headquartered in Wheaton, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 200 W Front St
- Time zone
- CT (UTC-6)
- Office locations
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