← Directory
INNOVATION PARTNERS LLC
Legal name: INNOVATION PARTNERS LLC.
CRD 146344File 801-78702
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$21.7M
Bottom 25% of cohort (national)
Discretionary AUM
$21.7M
Clients
26
36 accounts
Employees
305
Bottom 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 24, 2013
- Principal office
- 5950 FAIRVIEW ROAD, SUITE 140, CHARLOTTE, NC, 28210
- Phone
- 704-708-5461
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $21.7M
- Discretionary AUM
- $21.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 36
- Non-discretionary accounts
- 0
- Total accounts
- 36
- AUM per client
- $834K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 26 | $21.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — RECURRING FEE
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 297 | 305 | increased by8 |
| Apr 1, 2026 | Clients | 0 | 26 | increased by26 |
| Apr 1, 2026 | AUM | $0 | $21,681,537 | increased by$21,681,537 |
| Apr 1, 2026 | Accounts | 0 | 36 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 210 | 297 | increased by87 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 21 | 0 | decreased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,832,989 | $0 | decreased by$2,832,989 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 21 | 0 | decreased by21 |
| Apr 1, 2022 | Employees | 178 | 210 | increased by32 |
| Apr 1, 2022 | Clients | 533 | 21 | decreased by512 |
| Apr 1, 2022 | AUM | $57,285,886 | $2,832,989 | decreased by$54,452,897 |
| Apr 1, 2022 | Accounts | 533 | 21 | decreased by512 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INNOVATION PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INNOVATION PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.