# Innovatus Capital Partners, LLC

> Innovatus Capital Partners, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 281928
- Filed as: INNOVATUS CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281928
- AdvisorCensus page: https://advisorcensus.com/firm/innovatus-capital-partners-llc-new-york-ny-281928

## Quick answers

**How is Innovatus Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Innovatus Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Innovatus Capital Partners, LLC located?**
Innovatus Capital Partners, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Innovatus Capital Partners, LLC registered with the SEC or a state?**
Innovatus Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281928.

**How much does Innovatus Capital Partners, LLC manage?**
Innovatus Capital Partners, LLC reports $1,351,561,388 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (87% discretionary).

**How have Innovatus Capital Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Innovatus Capital Partners, LLC: Regulatory assets under management: $1,537,614,169 in the October 2021 data and $1,351,561,388 in the October 2026 data, down 12%. Total employees: 27 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Innovatus Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (21).

**Does Innovatus Capital Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281928

**What changed in Innovatus Capital Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 10. No longer lists an office in Newport Beach, CA. No longer lists an office in Sao Paulo.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,351,561,388
- Discretionary: $1,173,215,115
- Non-discretionary: $178,346,273

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 21 | $1,351,561,388 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (10 years)
- Employees: 20 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [innovatuscp.com](https://innovatuscp.com)
- LinkedIn @innovatus-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,537,614,169 | 27 | March 31, 2021 |
| October 2022 | $1,901,226,773 | 25 | September 13, 2022 |
| October 2023 | $1,634,243,446 | 24 | March 31, 2023 |
| October 2024 | $1,687,822,732 | 19 | March 29, 2024 |
| October 2025 | $1,488,506,883 | 17 | March 28, 2025 |
| October 2026 | $1,351,561,388 | 20 | March 26, 2026 |

Regulatory assets under management: $1,537,614,169 in the October 2021 data and $1,351,561,388 in the October 2026 data, down 12%.
Total employees: 27 in October 2021 and 20 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 10.
- No longer lists an office in Newport Beach, CA.
- No longer lists an office in Sao Paulo.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Innovatus Capital Partners, LLC (CRD 281928): Form ADV filing data as of October 2026.