# Innovius Capital Management, LLC

> Innovius Capital Management, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 311568
- Filed as: INNOVIUS CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311568
- AdvisorCensus page: https://advisorcensus.com/firm/innovius-capital-management-llc-san-francisco-ca-311568

## Quick answers

**How is Innovius Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Innovius Capital Management, 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 Innovius Capital Management, LLC located?**
Innovius Capital Management, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Innovius Capital Management, LLC registered with the SEC or a state?**
Innovius Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 311568.

**How much does Innovius Capital Management, LLC manage?**
Innovius Capital Management, LLC reports $366,100,000 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).

**How have Innovius Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Innovius Capital Management, LLC: Regulatory assets under management: $365,495,434 in the October 2023 data and $366,100,000 in the October 2026 data, unchanged. Total employees: 5 in October 2023 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Innovius Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does Innovius Capital Management, 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/311568

## 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: $366,100,000
- Discretionary: $366,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $366,100,000 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- innoviuscapital.com
- LinkedIn @innovius-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | September 21, 2021 |
| October 2022 | Not reported | Not reported | September 21, 2021 |
| October 2023 | $365,495,434 | 5 | December 22, 2022 |
| October 2024 | $365,495,434 | 5 | April 3, 2024 |
| October 2025 | $365,495,434 | 10 | March 31, 2025 |
| October 2026 | $366,100,000 | 10 | July 28, 2026 |

Regulatory assets under management: $365,495,434 in the October 2023 data and $366,100,000 in the October 2026 data, unchanged.
Total employees: 5 in October 2023 and 10 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Innovius Capital Management, LLC (CRD 311568): Form ADV filing data as of October 2026.