Innovayte Capital
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 333275
- Registered since
- November 21, 2025
- Fee structure
- Other
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Innovayte Capital presents as a small, manager-driven allocator that focuses on running and overseeing pooled investment vehicles and providing portfolio management for businesses and institutions. The firm acts primarily as a capital allocator: it sources and commits to third‑party fund managers, constructs fund-of-funds allocations and can select sub‑advisers rather than acting solely as a traditional retail RIA. Its advisory remit explicitly includes managing pooled vehicles and hiring other advisers, which points to a middle‑office role—sourcing strategies, performing manager due diligence and combining manager exposures into client-facing vehicles. The firm does not position itself as an ESG investor and reports a nonstandard fee approach. It is registered with the SEC in 2025 and is set up as a domestic limited liability company owned at the entity/individual level. Innovayte Capital lists affiliations that include broker‑dealer and trust company relationships, implying access to traditional custody, execution and distribution channels alongside its adviser activities.
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
Owners & executives
1 of 1
Richard Wilz
Chief Strategy OfficerCRD 4624473
Contacts
1 of 1
Rajiv Shah
Managing DirectorCRD 3162156
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 5430 Lyndon B Johnson Fwy
- Time zone
- CT (UTC-6)
- Office locations
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