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Capital Innovations, LLC

● SEC registered since 2011CRD 145329SEC# 801-72322Waukesha, WI
Export (members)
Reg. AUM
$372.9M
Employees
4
Accounts
9
Location
Waukesha, WI

Capital Innovations, LLC assets under management

Capital Innovations, LLC is an investment advisory firm registered with the SEC based in Waukesha, WI. The firm has been registered since 2011. It reports $372.9 million in regulatory assets under management and employs 4 people.
www.capinnovations.comView on SEC.gov ↗

Capital Innovations, LLC owners & executives

2 reported
NameTitleOwnershipSince
Michael David Underhill ControlChief Executive Officer25-50%2007
Susan L. Dambekaln ControlPresident, Cco50-75%2007

Frequently asked questions

How much does Capital Innovations, LLC manage?

Capital Innovations, LLC reports $372.9 million in regulatory assets under management on its Form ADV.

How many employees does Capital Innovations, LLC have?

Capital Innovations, LLC reports 4 employees.

Where is Capital Innovations, LLC located?

Capital Innovations, LLC is based in Waukesha, WI and has been SEC-registered since 2011.

Does Capital Innovations, LLC disclose fund performance?

Capital Innovations, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressN19w24400 Riverwood Dr, Suite 350, Waukesha, WI 53188
Phone262-746-3100
Office hours9:00 - 4:30
SEC regionChicago Regional Office (CHRO)
CIK1596076
Discloses disciplinary historyNo

Assets under management

Discretionary$193.7M
Non-discretionary$179.2M
Total (RAUM)$372.9M