Innovation Partners LLC.
● SEC registered since 2013CRD 146344SEC# 801-78702Charlotte, NC
Reg. AUM
$21.7M
Employees
305
Accounts
36
Location
Charlotte, NC
Innovation Partners LLC. assets under management
Innovation Partners LLC. is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2013. It reports $21.7 million in regulatory assets under management and employs 305 people.
Innovation Partners LLC. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anagenisis Investment Holdings LLC Control | Stock Holder | Under 5% | 2019 |
| E Stricker Holdings LLC Control | Stockholder | Over 75% | 2015 |
| John Anthony Polyviou Control | Co-Cco, President And Ria Principal | Under 5% | 2025 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Innovation Partners LLC. manage?
Innovation Partners LLC. reports $21.7 million in regulatory assets under management on its Form ADV.
How many employees does Innovation Partners LLC. have?
Innovation Partners LLC. reports 305 employees.
Where is Innovation Partners LLC. located?
Innovation Partners LLC. is based in Charlotte, NC and has been SEC-registered since 2013.
Does Innovation Partners LLC. disclose fund performance?
Innovation Partners LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5950 Fairview Road, Suite 140, Charlotte, NC 28210 |
| Phone | 704-708-5461 |
| Fax | 980-265-1555 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$21.7MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$21.7Mregulatory AUM
Discretionary $21.7M