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Innovis Asset Management LLC
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CRD # | 318673 |
SEC # | 801-123253 |
CIK # | 0001965896 |
AUM | $1.8 MM (2024-05-03) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 858-414-3929 |
Address | 2634 N Wilton Ave Chicago, IL 60614 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 1 | 1.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(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 | 1 | 1.8 |
By Discretionary | ||
Discretionary | 1 | 1.8 |
Non-Discretionary | 0 | 0.0 |
Total | 1 | 1.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1.8 | |
Total | 1 | 1.8 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001965896] |
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---|---|---|
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|
MI | 0.0 |
Private Capital Asset Management LLC
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CT | 0.0 |
Bryan Advisory Services LLC
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|
PA | 0.0 |
Wealthmate Advisor LLC
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|
0.0 | |
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0.0 | |
Landmark Capital Inc
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|
IL | 0.0 |
Palm Springs Advisory LLC
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|
0.0 | |
Colomb Investment Management Company LLC
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|
LA | 0.0 |
Xantos Labs LLC
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|
TX | 0.0 |
Taylor Frigon Family Office LLC
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|
AZ | 0.0 |