# INNOVATIVE PORTFOLIOS LLC

INNOVATIVE PORTFOLIOS LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 281382
- Type: SEC-registered investment adviser
- SEC file number: 801-106812
- Location: 8801 RIVER CROSSING BLVD, SUITE 100, INDIANAPOLIS, IN, 46240
- Phone: 317-689-6450
- Latest filing: 2025-03-26
- Regulatory AUM: $784.6M
- Discretionary AUM: $784.3M
- Non-discretionary AUM: $313K
- Clients: 14
- Accounts: 974

## Business model

- Compensation: % of AUM, Performance
- Clients served: Pooled vehicles, Investment cos

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Ronald Robert Brock | MANAGING DIRECTOR; OWNER/MANAGING MEMBER | — |
| David Sheaff Gilreath | MANAGING DIRECTOR; OWNER/MANAGING MEMBER | — |
| Audrey Lynn Bruch | CHIEF COMPLIANCE OFFICER | — |
| KURZAWA AUDREY L | CHIEF COMPLIANCE OFFICER | — |
| GILREATH DAVID SHEAFF | MANAGING DIRECTOR; MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER; OWNER/MANAGING MEMBER | — |
| BROCK RONALD ROBERT | MANAGING DIRECTOR; OWNER/MANAGING MEMBER | — |
| BRUCH AUDREY LYNN | CHIEF COMPLIANCE OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| TREVI FUND I LP | Hedge Fund | Delaware | 2 | $5.2M | $500K |


## Fund service providers (1)

- administrator: NAV FUND ADMINISTRATION GROUP

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281382/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281382/similar
- Related entities: https://search.stillhousedata.com/firm/281382/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281382

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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.