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 a limited liability company that has been SEC-registered since 2017 and focuses on institutional clients. Its stated advisory activity is portfolio management for investment companies, and it serves as sponsor, general partner and managing member of pooled investment vehicles — indicating involvement in both running investment products and the legal/managerial roles for pooled funds. The firm charges clients on a percentage-of-AUM basis. It is not designated as an active ESG investor, is not a pension consultant, and is not classified as a capital allocator.
Assets & Accounts
Public Holdings
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
Owners & executives
3 of 3Bryon Lake
Chief Transformation OfficerCRD 4528902
GRAHAM DAY
Executive Vice President & Chief Investment OfficerCRD 5532164
KATHLEEN MEYER
Chief Financial OfficerCRD 2462873
Contacts
3 of 5Trevor 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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