The INNOVATION PARTNERS is a privately held investment adviser that advises $503.08mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. INNOVATION PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 192.46% over the last 5-years.
The Group has been registered with the SEC for 12.78 years and is comprised of 2 filing and 0 relying advisers. They operate out of 26 office locations with their Headquarters at 5950 FAIRVIEW ROAD, SUITE 140, CHARLOTTE, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 417 employees comprised of 113 investment and 304 non-investment staff. The total number of Employees increased by 80.52% over the last 5-years.
Their $503.08mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients total $503.08mn or 100% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 1 types of clients, top clients are Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
INNOVATION PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.