Firm profile

INNOVATUS CAPITAL PARTNERS, LLC

NEW YORK, NYCRD 281928Latest ADV March 26, 2026

Innovatus Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 26, 2026, reports $1.4B in regulatory assets under management, 20 employees, and 21 accounts.

Assets Under Management
$1.4B
Employees
20
Offices
--
Total Clients
21
Primary office
NEW YORK, NY
777 THIRD AVENUE, FLOOR 25, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEODavid M. Schiff
CCOSean R. Wilke

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
21

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.4Bas of March 26, 2026
Discretionary86.8%
$1.2B
87% of total RAUM86.8%
Non-discretionary13.2%
$178M
13% of total RAUM13.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.4B
Total Accounts21
10Y AUM Change$-764M (-36.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees20
Clients per Employee1:1
10Y Employee Change+5 (+33.3%)

* 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.