Innovius Capital Management, LLC

RIASEC Registered
Total AUM
$238M
Discretionary
$238M
100% of AUM
Avg account
$34M
Accounts
7
Employees
10
Advisory reps
1

Firm details

Headquarters
San Francisco, California
CRD number
311568
Registered since
January 20, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Innovius Capital Management, LLC is a manager organized as an LLC that operates primarily as a private markets fund sponsor and adviser. The firm is SEC-registered (registration year 2023) and positions itself across private equity and venture capital strategies while describing itself as a multifaceted fund manager. Its client base is institutional, and its compensation includes a percentage-of-assets fee schedule alongside performance-based fees. Innovius acts as portfolio manager for pooled investment vehicles and serves in sponsor/GP and managing-member roles for the pooled vehicles it runs. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

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Contacts

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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

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
4 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth