Key facts
- INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. is a private equity firm based in SOMERS, NY.
- INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. reports $6.2M in regulatory assets under management across 8 private funds, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 324586- Regulatory AUM
- $6.2M
- Private fund assets
- $138.0M
- Private funds
- 8 · 1 venture, 5 private equity, 2 other
- Staff
- 10
- Registered office
- SOMERS, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.'s AUM?
- INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. manages approximately $6.2M in assets.