Innovatus Capital Partners, LLC is a large advisory firm based in New York. It manages $1.4 billion of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of New York.
Innovatus Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Innovatus Capital Partners, LLC is $1.4 billion. The firm's AUM has gone down by -34% since the beginning of its operation, and $244.3 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Innovatus Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Andrew Richard Dym is pooled investment vehicles with 27 clients and $1.4 billion of assets under management. Among the 11 most similar advisory firms, Innovatus Capital Partners has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.4 billion for 27 clients. 48% of the firm’s clients are foreign persons or businesses.
Innovatus Capital Partners also advises several private funds. Namely, one other private fund and seven private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
The company employs 18 people that are either part- or full-time employees. 72 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Andrew Richard Dym has been acting as President since 1 Oct 2015. Joseph Randall Schottland joined the executive team most recently as the Managing Director.
The principal office where Innovatus Capital Partners, LLC performs its advisory services is located at 777 Third Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (212) 698-4580. The normal business hours are 9am-5pm on Monday - Friday.