INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.

INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. of SOMERS, NY is an SEC-registered investment adviser (CRD 324586). Regulatory assets under management: $367.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

NameRoleLocation
Nicholas Joeseph ManciniPRESIDENT / CHIEF COMPLIANCE OFFICER
Mancini NicholasPRESIDENT / CHIEF COMPLIANCE OFFICER
MANCINI NICHOLAS JOESEPHPRESIDENT / CHIEF COMPLIANCE OFFICER

Private funds (8)

Other Private Fund: 2 · Private Equity Fund: 5 · Venture Capital Fund: 1

FundTypeFormedOwnersGross asset valueMin investment
INNOVATIVE DEVELOPMENT FUNDS LLCOther Private FundDelaware93$59.7M$250K
INNOVATIVE DEVELOPMENT FUNDS LLC INFRA II SERIESPrivate Equity FundDelaware42$29.1M$250K
INNOVATIVE ENERGY FUND GPPrivate Equity FundDelaware12$13.4M$250K
INFRA A SEGREGATED PORTFOLIO OF INNOVATIVE DEVELOPMENT FUNDS SPC LTDOther Private FundBritish Virgin Islands52$12.9M$250K
INNOVATIVE DEVELOPMENT FUNDS LLC INFRA I SERIESPrivate Equity FundDelaware4$11.7M$250K
INNOVATIVE DEVELOPMENT FUND LLC BEVCOVenture Capital FundDelaware13$5.2M$250K
INNOVATIVE ENERGY FUND II GPPrivate Equity FundDelaware15$5.1M$250K
INNOVATIVE DEVELOPMENT FUNDS LLC STORAGEPrivate Equity FundDelaware10$1.0M$50K

Branch offices (10)

CityStateEmployeesPhone
GREENVILLESC3864-977-8500
1914-427-8036
1864-820-9100
1864-551-2776
1914-427-8036
COLTS NECKNJ1718-614-2872
WOODMERENY1516-459-4297
PARK RIDGENJ1516-448-4470
1347-450-7650
1516-459-4297

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