Innovative Private Wealth Management
Asset Manager SEC-registered adviser
Legal name: Innovative Private Wealth Management Inc.
AUM
$367.0M
Regulatory AUM
Private funds
8
Private Equity 5 · Other 2 · Venture Capital 1
Private fund assets
$138.0M
Gross asset value
Employees
10
Last Form D raise
Jan 2026
Most recent fund filing
From SEC Form ADV filing (filed Sep 17, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
N
Funds(8)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Innovative Development Funds LLC Infra II Series | Private Equity | $29.1M | $29.1M | 42 | Jan 2026 | Warm |
| Infra A Segregated Portfolio of Innovative Development Funds Spc LTD | Other | $12.9M | $12.9M | 52 | Jan 2026 | Warm |
| Innovative Energy Fund GP | Private Equity | $13.4M | — | — | Dec 2025 | Warm |
| Innovative Development Funds LLC Storage | Private Equity | $1.0M | — | — | Sep 2025 | Cool |
| Innovative Development Funds LLC Infra I Series | Private Equity | $11.7M | $50K | 1 | May 2025 | Cool |
| Innovative Development Funds LLC | Other | $59.7M | — | — | — | |
| Innovative Development Fund LLC Bevco | Venture Capital | $5.2M | — | — | — | |
| Innovative Energy Fund II GP | Private Equity | $5.1M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 324586
- SEC file number
- 801-127387
Sources
- SEC Form ADV Oct 14, 2026