Innovative Family Office LLC
● SEC registered since 2024CRD 329496SEC# 801-129455Somers, NY
Reg. AUM
$65.8M
Employees
8
Accounts
276
Location
Somers, NY
Innovative Family Office LLC assets under management
Innovative Family Office LLC is an SEC-registered investment adviser based in Somers, NY. The firm has been registered since 2024. It reports $65.8 million in regulatory assets under management and employs 8 people.
Innovative Family Office LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Joeseph Mancini Control | Managing Member, Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Innovative Family Office LLC manage?
Innovative Family Office LLC reports $65.8 million in regulatory assets under management on its Form ADV.
How many employees does Innovative Family Office LLC have?
Innovative Family Office LLC reports 8 employees.
Where is Innovative Family Office LLC located?
Innovative Family Office LLC is based in Somers, NY and has been SEC-registered since 2024.
Does Innovative Family Office LLC disclose fund performance?
Innovative Family Office LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 361 Route 202, Somers, NY 10589 |
| Phone | (914) 427-8036 |
| Fax | (914) 306-9991 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$65.8M▲ 206%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$65.8Mregulatory AUM
Discretionary $65.8M