{ "crd_number": 323370, "slug": "us-innovative-technology-capital-management-llc-coraopolis-pa-323370", "primary_business_name": "US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC", "legal_name": "US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC", "dbas": [], "city": "Coraopolis", "state": "PA", "country": "United States", "cbsa_code": "38300", "metro": { "cbsa_code": "38300", "common_name": "Pittsburgh", "msa_name": "Pittsburgh, PA", "path": "/advisors/pa/pittsburgh" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2022-09-30", "years_registered": 4, "period": "2026-10-01", "filing_date": "2026-08-19", "carried_forward": false, "raum_total": 7033520977.0, "raum_discretionary": 7033520977.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 14, "advisory_employees": 12, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 7033520977.0, "count": 7 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "PA" ], "websites": [ "https://usitfund.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323370", "city_as_filed": "CORAOPOLIS", "url": "https://advisorcensus.com/firm/us-innovative-technology-capital-management-llc-coraopolis-pa-323370", "display_name": "US Innovative Technology Capital Management, LLC", "summary": "US Innovative Technology Capital Management, LLC is an SEC-registered investment advisory firm in Coraopolis, PA, registered since 2022, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 19, 2026.", "citation": "AdvisorCensus. US Innovative Technology Capital Management, LLC (CRD 323370): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is US Innovative Technology Capital Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), US Innovative Technology Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is US Innovative Technology Capital Management, LLC located?", "a": "US Innovative Technology Capital Management, LLC's principal office is in Coraopolis, PA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is US Innovative Technology Capital Management, LLC registered with the SEC or a state?", "a": "US Innovative Technology Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323370." }, { "q": "How much does US Innovative Technology Capital Management, LLC manage?", "a": "US Innovative Technology Capital Management, LLC reports $7,033,520,977 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary)." }, { "q": "How have US Innovative Technology Capital Management, LLC's assets and staff changed since 2022?", "a": "In the Form ADV data for US Innovative Technology Capital Management, LLC: Regulatory assets under management: $1,712,650,000 in the October 2023 data and $7,033,520,977 in the October 2026 data, up 311%. Total employees: 5 in October 2022 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does US Innovative Technology Capital Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7)." }, { "q": "Does US Innovative Technology Capital Management, LLC report any disciplinary disclosures?", "a": "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/323370" }, { "q": "Does US Innovative Technology Capital Management, LLC state an account minimum?", "a": "Its Form ADV Part 2A brochure dated August 19, 2026 says: \"The General Partners generally impose a minimum capital commitment of $ 10 million in connection with investing in the Funds although such minimum may be waived in the discretion of the General Partner(s).\"" }, { "q": "What changed in US Innovative Technology Capital Management, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 11 to 12. Regulatory assets under management went from $4,262,453,885 to $7,033,520,977 (+65%)." } ], "filing_history": [ { "period": "2022-10-01", "regulatory_assets_under_management": null, "total_employees": 5, "filing_date": "2022-09-01" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1712650000.0, "total_employees": 5, "filing_date": "2023-07-13" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2371597590.0, "total_employees": 10, "filing_date": "2024-05-01" }, { "period": "2025-10-01", "regulatory_assets_under_management": 4262453885.0, "total_employees": 13, "filing_date": "2025-03-26" }, { "period": "2026-10-01", "regulatory_assets_under_management": 7033520977.0, "total_employees": 14, "filing_date": "2026-08-19" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 11 to 12.", "Regulatory assets under management went from $4,262,453,885 to $7,033,520,977 (+65%)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated August 19, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "$10,000,000", "account_minimum_may_be_waived": true, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)" ], "quotes": [ "The General Partners generally impose a minimum capital commitment of $ 10 million in connection with investing in the Funds although such minimum may be waived in the discretion of the General Partner(s)." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": 10000000.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "The General Partners generally impose a minimum capital commitment of $ 10 million in connection with investing in the Funds although such minimum may be waived in the discretion of the General Partner(s)." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/us-innovative-technology-capital-management-llc-coraopolis-pa-323370.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 7, "fewer_than_5": false, "raum": 7033520977.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323370", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }