Innovatum Capital Partners, LLC
Innovatum Capital Partners, LLC (CRD# 154192) is a financial advisory firm headquartered in Newport Beach, CA. They manage $4,700,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$1,566,667
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Kevin Carias (CRD# 5579757) is an Investment Advisor Representative working at Innovatum Capital Partners, LLC in Newport Beach, CA and has over 3 years of experience in the finance industry.