Innovest Portfolio Solutions LLC
● SEC registered since 1996CRD 106110SEC# 801-51483Denver, CO
Reg. AUM
—
Employees
63
Accounts
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Location
Denver, CO
Innovest Portfolio Solutions LLC assets under management
Innovest Portfolio Solutions LLC operates as an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 1996. It employs 63 people.
Innovest Portfolio Solutions LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hebron Investment LLC | Shareholder/Board Member | 25-50% | 2026 |
| Innovest Holdings, Inc. Control | Member | 50-75% | 2002 |
| Pamela Cruz | Chief Compliance Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Innovest Portfolio Solutions LLC have?
Innovest Portfolio Solutions LLC reports 63 employees.
Where is Innovest Portfolio Solutions LLC located?
Innovest Portfolio Solutions LLC is based in Denver, CO and has been SEC-registered since 1996.
Does Innovest Portfolio Solutions LLC disclose fund performance?
Innovest Portfolio Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7979 E. Tufts Ave., Suite 1700, Denver, CO 80237 |
| Phone | 303-694-1900 |
| Fax | 303-694-4707 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 10%
More than 90% of 16,825 advisers