INNOVATUS CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2015
Total AUM
$1.4B
Discretionary
$1.2B
87% of AUM
Avg account
$64.4M
Accounts
21
Employees
20
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
281928
Registered since
November 20, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Innovatus Capital Partners, LLC is an SEC-registered investment manager formed in 2015 and organized as a limited liability company. The firm operates as a private equity fund manager serving institutional clients and provides portfolio management for pooled investment vehicles. Its business model includes acting as sponsor, general partner and managing member of pooled vehicles, and its fee arrangements combine a percentage-of-AUM component with performance-based fees. Innovatus does not identify as an active ESG investor.

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

Owners & executives

1 of 1
  • SEAN WILKE

    Chief Compliance OfficerCRD 4980110

Contacts

2 of 2
  • ANDREW DYM

    Founder and PartnerCRD 2548103

  • DAVID SCHIFF

    Founding PartnerCRD 2467566

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
777 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth