Capital Innovations LLC

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Assets, Funds, Holdings

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Capital Innovations LLC
CRD #145329
SEC #801-72322
CIK #0001596076
AUM $372.9 M (2025-03-24)
Employees 4 (100% Investors, 0% Brokers)
Phone262-746-3100
AddressN19W24400 Riverwood Dr
Waukesha, WI 53188
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
3.02.41.81.20.60.02008201420202026
Sector Form 13F Holdings Value ($M)
FPL Group Inc 3.5
Newmont Mining Corp /DE/ 0.5
VALE Sa 0.1
Freeport McMoran Copper & Gold Inc 0.0
BRF Sa 0.0
 
 
 
 
 
 
Holdings by Sector ($M)
16012896643202012201620212026
AUM Breakdown Accounts AUM ($B)
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 0.4
(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 5 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 0.4
By Discretionary
Discretionary 8 0.2
Non-Discretionary 1 0.2
Total 9 0.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.4
Total 9 0.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001596076]
Comparable Firms State AUM ($B)
Lifesteps Financial Inc
CA 0.4
Carnegie Lake Advisors LLC
NJ 0.4
Kingsmark Private Financial Advisors LLC
GA 0.4
Alpha Leonis Partners LLC
NY 0.4
1776 Wealth LLC
GA 0.4
Silver Oak Advisory Group Inc
OR 0.4
Castle Wealth Management LLC
FL 0.4
Websterrogers Financial Advisors LLC
SC 0.4
Lloyd Advisory Services LLC
GA 0.4
Warther Private Wealth LLC
OH 0.4
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