| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Infra a Segregated Portfolio of Innovative Development Funds SPC Ltd | Other Private | — | $100K |
| Innovative Development Funds LLC | Other Private | — | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Joeseph Mancini Control | President / Chief Compliance Officer | Over 75% | 2023 |
Innovative Private Wealth Management Inc. reports $118.3 million in regulatory assets under management on its Form ADV.
Innovative Private Wealth Management Inc. manages 2 private funds with combined gross assets of undisclosed value.
Innovative Private Wealth Management Inc. reports 7 employees.
Innovative Private Wealth Management Inc. is based in Somers, NY and has been SEC-registered since 2023.
Innovative Private Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 361 Route 202, Somers, NY 10589 |
| Phone | 914-427-8036 |
| Fax | 914-500-2375 |
| Office hours | Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $118.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $118.3M |