The INNOVEST PORTFOLIO SOLUTIONS LLC is a privately held investment adviser that advises $0 in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. INNOVEST PORTFOLIO SOLUTIONS LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 30.39 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 7979 E. TUFTS AVE. SUITE 1700, DENVER, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 63 employees comprised of 30 investment and 33 non-investment staff. The total number of Employees increased by 18.87% over the last 5-years.
Their $0 in assets advised are owned by 0 private funds, 0 public funds and BDCs and 275 other accounts. Assets of Charitable Organizations clients own $0 and Government Entities and Pension Plans own $0.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Charitable Organizations and Government Entities and Pension Plans.
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 fixed fees and management fees.
INNOVEST PORTFOLIO SOLUTIONS LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.