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 $204.3 MM (2024-08-09)
Employees 4 (100% Investors, 0% Brokers)
Phone262-746-3100
AddressN19W24400 Riverwood Dr
Waukesha, WI 53188
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
3.02.41.81.20.60.02006201220182025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.2
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 9 0.2
By Discretionary
Discretionary 8 0.1
Non-Discretionary 1 0.1
Total 9 0.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.2
Total 9 0.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001596076]
Comparable Firms State AUM ($BB)
Blodgett Wealth Advisors LLC
CA 0.2
Capstone Wealth Management Group LLC
PA 0.2
RMW Advisors LLC
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
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