# INNOVEST STRATEGIC VALUE ADVISORS, INC

INNOVEST STRATEGIC VALUE ADVISORS, INC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 127021
- Type: SEC-registered investment adviser
- SEC file number: 801-66832
- Location: 675 THIRD AVENUE, SUITE 400, NEW YORK, NY, 10017
- Phone: 212-421-2000
- Latest filing: 2008-03-27
- Regulatory AUM: $231.0M
- Discretionary AUM: $48.0M
- Non-discretionary AUM: $183.0M
- Clients: 51
- Accounts: 5

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [LYONS JOSEPH MICHAEL](https://search.stillhousedata.com/person/736105) | DIRECTOR | — |
| [CHASE JARED ALVAH](https://search.stillhousedata.com/person/755996) | DIRECTOR | — |
| [BALTZELL WILLIAM HEWSON](https://search.stillhousedata.com/person/805301) | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| [KIERNAN MATTHEW JOHN](https://search.stillhousedata.com/person/805302) | CHIEF EXECUTIVE OFFICER | — |
| [LABATT SONIA HELENE](https://search.stillhousedata.com/person/805303) | COMMON SHAREHOLDER | — |
| [FOROODIAN BIJAN](https://search.stillhousedata.com/person/807585) | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127021/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127021/similar
- Related entities: https://search.stillhousedata.com/firm/127021/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127021

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.