Innovatum Capital Partners, LLC

Innovatum Capital Partners, LLC (CRD# 154192) is a financial advisory firm headquartered in Newport Beach, CA. They manage $4,600,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4590 Macarthur Blvd, Suite 500, Newport Beach, CA 92660
http://www.innovatumcap.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $920,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Innovatum Capital Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Carias, financial advisor Newport Beach CA
Kevin T. Carias
CRD#: 5579757
4590 Macarthur Blvd, Suite 500, Newport Beach, CA 92660

Kevin Carias (CRD# 5579757) is an Investment Advisor Representative working at Innovatum Capital Partners, LLC in Newport Beach, CA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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