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INNOVAYTE CAPITAL

Legal name: INNOVAYTE CAPITAL LLC

CRD 333275File 801-132739
APPROVED-120
Custody
Disclosure events
Filing as of Mar 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
0
Not reported accounts
Employees
2

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Nov 21, 2025
Principal office
5430 LBJ HIGHWAY, SUITE 320, DALLAS, TX, 75240
Phone
508-345-7707
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
Not reported
Discretionary AUM
Not reported
Non-discretionary AUM
Not reported
Discretionary accounts
Not reported
Non-discretionary accounts
Not reported
Total accounts
Not reported
AUM per client

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)PROMOTER ARRANGEMENT FEE BASED ON ASSETS MANAGED

Advisory activities

  • Other advisory activities
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

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
Yes
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11C2
  • Q11C4
  • Q11C5
  • Q11E2

Filed changes

DateFieldFromTo
Aug 17, 2026Custodyfalsetrue
Aug 12, 2026RegistrationAPPROVED-120

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.