SourcingSourcing

INNOVIUS CAPITAL MANAGEMENT, LLC

C49
CRD 311568·SEC 801-127252·SAN FRANCISCO, CA
AUM
$365.5M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INNOVIUS CAPITAL MANAGEMENT, LLC
CRD
311568
SEC file #
801-127252
EIN
000000000
DBA names
—

Economics

AUM
$365.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$365.5M → $365.5M▬ 0%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2025
ADV-W filed at
—
Website
innoviuscapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOORE, JUSTIN, R
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MOORE, JUSTIN, R
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INNOVIUSCAPITAL.COM
Rdap Domain Creation Date
2020-06-03T20:56:16Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001913494
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2022-03-01
Edgar Last Filing Date
2025-03-03
Edgar 13f Count
12
Edgar 13f Latest AUM Estimate
Filing Date2024-11-14
Accession0001104659-24-118962

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan12
E*trade4
Raymond James1
Edgar Addresses
Mailing
4 EMBARCADERO CENTER, SUITE 3720SAN FRANCISCO, CA 94111
Business
4 EMBARCADERO CENTER, SUITE 3720SAN FRANCISCO, CA 94111
Edgar EIN
000000000
Edgar Recent Filings
N-PX2025-03-03 · 0001104659-25-019809
13F-HR2024-11-14 · 0001104659-24-118962
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-03T20:56:16Z
Rdap Domain Last Changed
2026-05-16T07:12:47Z
Rdap Nameservers
Ns-1347.awsdns-40.orgNs-1749.awsdns-26.co.ukNs-225.awsdns-28.comNs-732.awsdns-27.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5677477
Trust Company Affiliate
No

People (1)

1
MOORE, JUSTIN, R
Direct Owner · 87.5%
5677477