RIA Intelligence

INNOVEST STRATEGIC VALUE ADVISORS, INC

CRD #127021 SEC #801-66832 NEW YORK, NY 212-421-2000 X 222
SEC Registered
Total AUM
$320.7M
Discretionary
$41.5M
Employees
--
Clients
--
Accounts
5

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
SEPTEMBER
Registration Date
--
Latest Filing
Dec 2, 2003
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHASE, JARED, ALVAHIDIRECTORNA
LABATT, SONIA, HELENEICOMMON SHAREHOLDERNA
LYONS, JOSEPH, MICHAELIDIRECTORNA
BALTZELL, WILLIAM, HEWSONIPRESIDENTC Control
KIERNAN, MATTHEW, JOHNICHIEF EXECUTIVE OFFICERC Control
KIERNAN, MATTHEW, JOHNICHIEF EXECUTIVE OFFICERC Control
KIERNAN, MATTHEW, JOHNICHIEF EXECUTIVE OFFICERC Control
KIERNAN, MATTHEW, JOHNICHIEF EXECUTIVE OFFICERC Control
STATE STREET GLOBAL ALLIANCE, LLCDEOWNERC Control
BALTZELL, WILLIAM, HEWSONIPRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
BALTZELL, WILLIAM, HEWSONIPRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
BALTZELL, WILLIAM, HEWSONIPRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
DOEN PARTICIPATIESFECOMMON SHAREHOLDERB
WALLACE GLOBAL FUNDDECOMMON SHAREHOLDERB

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LIMETREE INVESTMENTS, INC.DESTATE STREET GLOBAL ALLIANCE, LLCE Control
STATE STREET CORPORATIONDESTATE STREET GLOBAL ADVISORS, INC.E Control
STICHTING PENSIOENFONDS ABPFELIMETREE INVESTMENTS, INC.E Control
STATE STREET GLOBAL ADVISORS, INC.DESTATE STREET GLOBAL ALLIANCE, LLCC Control

Registrations

Federal

IA
Dec 2, 2003 REGISTERED

Notice Filings (1)

NY

Address

4 TIMES SQUARE
3RD FLOOR
NEW YORK, NY 10036
USA
Phone: 212-421-2000 X 222