Innovation Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 24, 2026, reports $22M in regulatory assets under management, 305 employees, and 36 accounts.
Assets Under Management
$22M
Employees
305
Offices
--
Total Clients
26
Primary office
CHARLOTTE, NC
5950 FAIRVIEW ROAD, SUITE 140, CHARLOTTE, NC, United States
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$22Mas of March 24, 2026
Discretionary100.0%
$22M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$22M
Total Accounts36
10Y AUM Change$-89M (-80.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees305
Clients per Employee0:1
10Y Employee Change+188 (+160.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.