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Capital Innovations LLC
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CRD # | 145329 |
SEC # | 801-72322 |
CIK # | 0001596076 |
AUM | $204.3 MM (2024-08-09) |
Employees | 4 (100% Investors, 0% Brokers) |
Phone | 262-746-3100 |
Address | N19W24400 Riverwood Dr Waukesha, WI 53188 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 0.2 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 9 | 0.2 |
By Discretionary | ||
Discretionary | 8 | 0.1 |
Non-Discretionary | 1 | 0.1 |
Total | 9 | 0.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 0.2 | |
Total | 9 | 0.2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001596076] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Blodgett Wealth Advisors LLC
✚
|
CA | 0.2 |
Capstone Wealth Management Group LLC
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|
PA | 0.2 |
RMW Advisors LLC
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|
TX | 0.2 |
Hansen & Associates Financial Group Inc
✚
|
CA | 0.2 |
Mark Gillam Enterprises
✚
|
CA | 0.2 |
Wedgewood Investors Inc
✚
|
PA | 0.2 |
Beacon Wealth Consultants Inc
✚
|
VA | 0.2 |
Loyola Asset Management LLC
✚
|
FL | 0.2 |
Connecticut Capital Management Group LLC
✚
|
CT | 0.2 |
Anson Capital Inc
✚
|
GA | 0.2 |