INNOVAYTE CAPITAL

INNOVAYTE CAPITAL LLC

CRD 333275 · SEC 801-132739

5430 LBJ HIGHWAY, SUITE 320, DALLAS, TX, 75240, United States

Phone

508-345-7707

Fax

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Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

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Discretionary AUM

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Team

2 total employees; 1 advisory reps

Clients

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Fees

PROMOTER ARRANGEMENT FEE BASED ON ASSETS MANAGED

Org form

Limited Liability Company

Filing date

2026-03-08

Disciplinary history

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPROMOTER ARRANGEMENTS WITH RIAS, PROVIDE TECHNOLOGY PLATFORM FOR MANAGED ACCOUNTS PROGRAM

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

Official SEC filing: View on IAPD