Investment adviser · CRD 165253
INNOVATE PARTNERS, LLC
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
CORONA DEL MAR, CA, United States · Form ADV filed Feb 20, 2024
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
INNOVATE PARTNERS EMERGING GROWTH AND EQUITY FUND I, LLCVenture Capital Fund · Last reported Feb 20, 2024$7.51MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-3549118249
- Reported beneficial owners
- 56
- Minimum commitment
- $250K
Form ADV 1829713 · Feb 20, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Feb 20, 2024. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
226 MORNING CANYONCORONA DEL MAR, CA, 92625, United States
CRD 165253
Filing source
Form ADV 1829713 · Feb 20, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.