Adviser Profile

As of Date 09/02/2026
Registration SEC, Approved, 10/02/2026
Other registrations (3)
Former registrations

INNOVATIVE CAPITAL MANAGEMENT, LLC

ADV Location NEWPORT BEACH, CA, United States
Contact Info 949 xxxxxxx
AUM* 43,631,673
of that, discretionary 43,631,673
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 43,631,673
Avg Account Size 21,815,837
SMA’s No
Private Funds 2

Adviser Type

- Related adviser

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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