INNOVATIVE PORTFOLIOS LLC

INNOVATIVE PORTFOLIOS LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 281382). Regulatory assets under management: $784.6M.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Pooled vehicles, Investment cos.

Officers, owners & control persons (7)

NameRoleLocation
Ronald Robert BrockMANAGING DIRECTOR; OWNER/MANAGING MEMBER
David Sheaff GilreathMANAGING DIRECTOR; OWNER/MANAGING MEMBER
Audrey Lynn BruchCHIEF COMPLIANCE OFFICER
KURZAWA AUDREY LCHIEF COMPLIANCE OFFICER
GILREATH DAVID SHEAFFMANAGING DIRECTOR; MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER; OWNER/MANAGING MEMBER
BROCK RONALD ROBERTMANAGING DIRECTOR; OWNER/MANAGING MEMBER
BRUCH AUDREY LYNNCHIEF COMPLIANCE OFFICER

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
TREVI FUND I LPHedge FundDelaware2$5.2M$500K

Fund service providers (1)

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