Innovative Private Wealth Management Inc.
● SEC registered since 2023CRD 324586SEC# 801-127387Somers, NY
Ranks #4,311 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$367M
Fund GAV
$138M
Private funds
8
Employees
10
Accounts
711
Location
Somers, NY
Innovative Private Wealth Management Inc. assets under management
Innovative Private Wealth Management Inc. operates as an SEC-registered investment adviser based in Somers, NY. The firm has been registered since 2023. It reports $367 million in regulatory assets under management and employs 10 people. Innovative Private Wealth Management Inc. manages 8 private funds with combined gross assets of $138 million, including Innovative Development Funds LLC. By regulatory assets, it ranks 4,311 of 6,004 private fund managers.
Innovative Private Wealth Management Inc. private funds
8 funds · $138M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Innovative Development Funds LLC | Other Private | $59.7M | $250K |
| Innovative Development Funds LLC Infra II Series | Private Equity | $29.1M | $250K |
| Innovative Energy Fund GP | Private Equity | $13.4M | $250K |
See all 8 funds — unlock the full record.
Join to unlock · $37/moInnovative Private Wealth Management Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Joeseph Mancini Control | President / Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Innovative Private Wealth Management Inc. manage?
Innovative Private Wealth Management Inc. reports $367 million in regulatory assets under management on its Form ADV.
How many private funds does Innovative Private Wealth Management Inc. manage?
Innovative Private Wealth Management Inc. manages 8 private funds with combined gross assets of $138 million.
How many employees does Innovative Private Wealth Management Inc. have?
Innovative Private Wealth Management Inc. reports 10 employees.
Where is Innovative Private Wealth Management Inc. located?
Innovative Private Wealth Management Inc. is based in Somers, NY and has been SEC-registered since 2023.
Does Innovative Private Wealth Management Inc. disclose fund performance?
Innovative Private Wealth Management Inc. 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 | 914-500-2375 |
| Office hours | Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$367M▲ 210%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
AUM vs fund managersTop 72%
Larger than 28% of 6,004 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$367Mregulatory AUM
Discretionary $285.4MNon-discretionary $81.6M
Fund type mix
Private Equity5
Other Private2
Venture Capital1
Service providers
Auditor
Custodian
Administrator