INNOVEST FINANCIAL MANAGEMENT INC
CRD #108794 SEC #801-57564 PITTSBURGH, PA 412-391-7174
SEC Registered
Total AUM
$85.2M
Discretionary
$43.8M
Employees
5
Clients
25
Accounts
164
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 17, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DROZ, GARY, PAUL | I | PRESIDENT, SECRETARY, DIRECTOR | NA | Control |
| DROZ, GARY, PAUL | I | PRESIDENT | NA | Control |
| DROZ, GARY, PAUL | I | PRESIDENT | NA | Control |
| TURBINER, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| TURBINER, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZUCCARRO, ROBERT, STEVEN | I | TREASURER, DIRECTOR | NA | Control |
| DROZ, GARY, PAUL | I | PRESIDENT, SECRETARY, DIRECTOR | E | Control |
| NATIONAL FINANCIAL PARTNERS CORP. | DE | SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORP. | DE | SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORP. | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| APOLLO ADVISORS IV, L.P. | DE | APOLLO FUND | F | |
| APOLLO ADVISORS IV, L.P. | DE | APOLLO FUND | F | |
| APOLLO CAPITAL MANAGEMENT IV, INC. | DE | APOLLO ADVISORS | F | |
| APOLLO CAPITAL MANAGEMENT IV, INC. | DE | APOLLO ADVISORS | F | |
| APOLLO INVESTMENT FUND IV, L.P. ("APOLLO FUND") | DE | NATIONAL FINANCIAL PARTNERS CORP. | C | Control |
| APOLLO INVESTMENT FUND IV, L.P. ("APOLLO FUND") | DE | NATIONAL FINANCIAL PARTNERS CORP. | C | Control |
Registrations
Federal
IA
Sep 17, 2010 REGISTERED
Notice Filings (13)
AZ CO CT MI MN NH NJ NY OH PA RI SC VA
Address
4916 LIBERTY AVE.FIRST FLOOR
PITTSBURGH, PA 15224
United States
Phone: 412-391-7174