Capital Innovations is an investment advisor in Waukesha with $200.62 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
10903675
SEC advisor number
801-72322
FINRA CRD number
145329
AUM ?
$109.10 mm
(as of 29 Mar 24)
Accounts
65
(as of 29 Mar 24)
Employees
5
(4 investment advisory or research)
Address
Capital Innovations
325 FOREST GROVE DRIVE, SUITE 100
PEWAUKEE
WI 53072
325 FOREST GROVE DRIVE, SUITE 100
PEWAUKEE
WI 53072
Phone
262-746-3100
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 May 20
13F-HR
Quarterly holdings report by institutional manager
13 Feb 20
13F-HR
Quarterly holdings report by institutional manager
14 Nov 19
13F-HR
Quarterly holdings report by institutional manager
12 Aug 19
13F-HR
Quarterly holdings report by institutional manager
25 Apr 19
13F-HR
Quarterly holdings report by institutional manager
13 Feb 19
13F-HR
Quarterly holdings report by institutional manager
5 Nov 18
13F-HR
Quarterly holdings report by institutional manager
14 Aug 18
13F-HR
Quarterly holdings report by institutional manager
7 May 18
13F-HR
Quarterly holdings report by institutional manager
7 Feb 18