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 806.7 M (2026-03-31)
Employees 4 (100% Investors, 0% Brokers)
Fees
Minimum
Phone262-746-3100
AddressN19W24400 Riverwood Dr
Waukesha, WI 53188
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
3.02.41.81.20.60.02007201320202027
Sector Form 13F Holdings Value ($M)
Equipmentsharecom Inc 19.9
Beta Technologies Inc 14.7
Voyager Technologies Inc/DE 5.3
Omada Health Inc 1.6
 
 
 
 
 
 
 
Holdings by Sector ($M)
4503602701809002011201620212027
AUM Breakdown Accounts AUM ($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 0.8
(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 0.8
By Discretionary
Discretionary 8 0.4
Non-Discretionary 1 0.4
Total 9 0.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.8
Total 9 0.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001596076]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
Clients3
ServesInstitutional, Retail
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