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Innovatum Capital Partners, LLC (Costa Mesa)


Innovatum Capital Partners, LLC is an adviser based in Costa Mesa. It manages $30.75 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.




Innovatum Capital Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Innovatum Capital Partners: assets under management

The assets under management (AUM) of Innovatum Capital Partners, LLC is $30.75 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $250 thousand in discretionary accounts and $30.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $30.5 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Innovatum Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Costa Mesa

The principal office where Innovatum Capital Partners, LLC performs its advisory services is located at 1644 Tustin Avenue, Costa Mesa, CA 92627, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (949) 690-2256 or by fax NONE. The normal business hours are 8am-4pm on Monday - Friday.


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