INNOVATION PARTNERS LLC.
Legal name: INNOVATION PARTNERS LLC
CRD #146344 SEC #801-78702 CHARLOTTE, NC 704-708-5461
SEC Registered Broker-Dealer
Total AUM
--
Discretionary
--
Employees
297
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $0 | $0 | $0 | 245 | 0 |
| Mar 2024 | $0 | $0 | $0 | 245 | 0 |
| May 2023 | $13.7M | $864K | $12.9M | 245 | 0 |
| May 2023 | $13.7M | $864K | $12.9M | 245 | 0 |
| Mar 2023 | $13.7M | $864K | $12.9M | 245 | 0 |
| Mar 2022 | $2.8M | $1.4M | $1.4M | 210 | 0 |
| Sep 2021 | $57.3M | $16.4M | $40.9M | 178 | 0 |
| May 2021 | $57.3M | $16.4M | $40.9M | 178 | 0 |
| Mar 2021 | $57.3M | $16.4M | $40.9M | 178 | 0 |
| Nov 2020 | $58M | $16.2M | $41.8M | 126 | 0 |
| Sep 2020 | $58M | $16.2M | $41.8M | 126 | 0 |
| Aug 2020 | $58M | $16.2M | $41.8M | 126 | 0 |
| Aug 2020 | $58M | $16.2M | $41.8M | 126 | 0 |
| Jul 2020 | $60.9M | $12.5M | $48.5M | 126 | 0 |
| Jun 2020 | $60.9M | $12.5M | $48.5M | 126 | 0 |
| May 2020 | $60.9M | $12.5M | $48.5M | 126 | 0 |
| Apr 2020 | $60.9M | $12.5M | $48.5M | 126 | 0 |
| Jan 2020 | $60.9M | $12.5M | $48.5M | 137 | 0 |
| Nov 2019 | $166.9M | $105.9M | $61M | 137 | 0 |
| Sep 2019 | $158.4M | $97.2M | $61.2M | 137 | 0 |
| Sep 2019 | $158.4M | $97.2M | $61.2M | 137 | 0 |
| Aug 2019 | $158.4M | $97.2M | $61.2M | 137 | 0 |
| Jul 2019 | $158.4M | $97.2M | $61.2M | 137 | 0 |
| Jun 2019 | $135.9M | $74.3M | $61.6M | 137 | 0 |
| Apr 2019 | $135.9M | $74.3M | $61.6M | 137 | 0 |
| Apr 2019 | $119.1M | $66.3M | $52.8M | 137 | 0 |
| Apr 2019 | $119.1M | $66.3M | $52.8M | 137 | 0 |
| Mar 2019 | $119.1M | $66.3M | $52.8M | 137 | 0 |
| Feb 2019 | $119.1M | $66.3M | $52.8M | 137 | 0 |
| Jan 2019 | $128.3M | $72.5M | $55.8M | 134 | 0 |
| Jan 2019 | $128.3M | $72.5M | $55.8M | 134 | 0 |
| Oct 2018 | $128.3M | $72.5M | $55.8M | 134 | 0 |
| May 2018 | $134M | $65.6M | $68.4M | 134 | 0 |
| May 2018 | $134M | $65.6M | $68.4M | 134 | 0 |
| May 2018 | $134M | $65.6M | $68.4M | 134 | 0 |
| Mar 2018 | $134M | $65.6M | $68.4M | 134 | 0 |
| Mar 2018 | $134M | $65.6M | $68.4M | 134 | 0 |
| Mar 2018 | $110.7M | $55.7M | $54.9M | 117 | 0 |
| Jan 2018 | $110.7M | $55.7M | $54.9M | 117 | 0 |
| Sep 2017 | $110.7M | $55.7M | $54.9M | 117 | 829 |
| Sep 2017 | $110.7M | $55.7M | $54.9M | 117 | 829 |
| Aug 2017 | $110.7M | $55.7M | $54.9M | 117 | 829 |
| Aug 2017 | $110.7M | $55.7M | $54.9M | 117 | 829 |
| Aug 2017 | $110.7M | $55.7M | $54.9M | 117 | 829 |
| Aug 2017 | $110.7M | $55.7M | $54.9M | 117 | 829 |
| Aug 2017 | $110.7M | $55.7M | $54.9M | 117 | 829 |
| Jul 2017 | $110.7M | $55.7M | $54.9M | 117 | 829 |
| Apr 2017 | $110.7M | $55.7M | $54.9M | 117 | 829 |
| Mar 2017 | $110.7M | $55.7M | $54.9M | 117 | 829 |
| Mar 2017 | $110.7M | $55.7M | $54.9M | 117 | 829 |
| Mar 2017 | $49.5M | $18.5M | $31M | 104 | 314 |
| Feb 2017 | $49.5M | $18.5M | $31M | 104 | 314 |
| Feb 2017 | $49.5M | $18.5M | $31M | 104 | 314 |
| Dec 2016 | $49.5M | $18.5M | $31M | 104 | 314 |
| Sep 2016 | $49.5M | $18.5M | $31M | 104 | 314 |
| Sep 2016 | $49.5M | $18.5M | $31M | 104 | 314 |
| Jun 2016 | $49.5M | $18.5M | $31M | 104 | 314 |
| May 2016 | $49.5M | $18.5M | $31M | 104 | 314 |
| May 2016 | $49.5M | $18.5M | $31M | 104 | 314 |
| Mar 2016 | $49.5M | $18.5M | $31M | 104 | 314 |
| Mar 2016 | $49.5M | $18.5M | $31M | 104 | 314 |
| Jan 2016 | $36.9M | $7.8M | $29.1M | 98 | 326 |
| Nov 2015 | $36.9M | $7.8M | $29.1M | 98 | 326 |
| Oct 2015 | $41.1M | $10.9M | $30.2M | 91 | 326 |
| Oct 2015 | $41.1M | $10.9M | $30.2M | 91 | 326 |
| Oct 2015 | $41.1M | $10.9M | $30.2M | 91 | 326 |
| Sep 2015 | $41.1M | $10.9M | $30.2M | 91 | 326 |
| Aug 2015 | $41.1M | $10.9M | $30.2M | 91 | 326 |
| May 2015 | $33.9M | $13M | $20.8M | 92 | 326 |
| Mar 2015 | $34.3M | $12.3M | $22M | 82 | 355 |
| Feb 2015 | $34.3M | $12.3M | $22M | 82 | 355 |
| Jan 2015 | $30.4M | $9.7M | $20.7M | 73 | 285 |
| Jan 2015 | $30.4M | $9.7M | $20.7M | 73 | 285 |
| Nov 2014 | $30.4M | $9.7M | $20.7M | 73 | 285 |
| Sep 2014 | $34M | $2.5M | $31.5M | 92 | 204 |
| Aug 2014 | $34M | $2.5M | $31.5M | 92 | 204 |
| Aug 2014 | $23.6M | $4.4M | $19.2M | 61 | 26 |
| Jun 2014 | $23.6M | $4.4M | $19.2M | 61 | 26 |
| May 2014 | $23.6M | $4.4M | $19.2M | 61 | 26 |
| May 2014 | $23.6M | $4.4M | $19.2M | 61 | 26 |
| May 2014 | $23.6M | $4.4M | $19.2M | 61 | 26 |
| May 2014 | $23.6M | $4.4M | $19.2M | 61 | 26 |
| May 2014 | $23.6M | $4.4M | $19.2M | 61 | 26 |
| Apr 2014 | $16.7M | $6.8M | $9.9M | 61 | 26 |
| Apr 2014 | $16.7M | $6.8M | $9.9M | 61 | 26 |
| Mar 2014 | $16.7M | $6.8M | $9.9M | 61 | 26 |
| Mar 2014 | $16.7M | $6.8M | $9.9M | 61 | 26 |
| Mar 2014 | $16.7M | $6.8M | $9.9M | 61 | 26 |
| Mar 2014 | $16.7M | $6.8M | $9.9M | 61 | 26 |
| Mar 2014 | $16.7M | $6.8M | $9.9M | 61 | 26 |
| Jan 2014 | $18.3M | $4.7M | $13.7M | 76 | 26 |
| Dec 2013 | $18.3M | $4.7M | $13.7M | 76 | 26 |
| Dec 2013 | $18.3M | $4.7M | $13.7M | 76 | 26 |
| Dec 2013 | $18.3M | $4.7M | $13.7M | 76 | 26 |
| Nov 2013 | $16.7M | $4.5M | $12.2M | 76 | 26 |
| Nov 2013 | $16.7M | $4.5M | $12.2M | 76 | 26 |
| Oct 2013 | $16.7M | $4.5M | $12.2M | 76 | 26 |
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees245
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees245
Clients0
DateMay 2023
Total AUM$13.7M
Discretionary$864K
Non-Disc.$12.9M
Employees245
Clients0
DateMay 2023
Total AUM$13.7M
Discretionary$864K
Non-Disc.$12.9M
Employees245
Clients0
DateMar 2023
Total AUM$13.7M
Discretionary$864K
Non-Disc.$12.9M
Employees245
Clients0
DateMar 2022
Total AUM$2.8M
Discretionary$1.4M
Non-Disc.$1.4M
Employees210
Clients0
DateSep 2021
Total AUM$57.3M
Discretionary$16.4M
Non-Disc.$40.9M
Employees178
Clients0
DateMay 2021
Total AUM$57.3M
Discretionary$16.4M
Non-Disc.$40.9M
Employees178
Clients0
DateMar 2021
Total AUM$57.3M
Discretionary$16.4M
Non-Disc.$40.9M
Employees178
Clients0
DateNov 2020
Total AUM$58M
Discretionary$16.2M
Non-Disc.$41.8M
Employees126
Clients0
DateSep 2020
Total AUM$58M
Discretionary$16.2M
Non-Disc.$41.8M
Employees126
Clients0
DateAug 2020
Total AUM$58M
Discretionary$16.2M
Non-Disc.$41.8M
Employees126
Clients0
DateAug 2020
Total AUM$58M
Discretionary$16.2M
Non-Disc.$41.8M
Employees126
Clients0
DateJul 2020
Total AUM$60.9M
Discretionary$12.5M
Non-Disc.$48.5M
Employees126
Clients0
DateJun 2020
Total AUM$60.9M
Discretionary$12.5M
Non-Disc.$48.5M
Employees126
Clients0
DateMay 2020
Total AUM$60.9M
Discretionary$12.5M
Non-Disc.$48.5M
Employees126
Clients0
DateApr 2020
Total AUM$60.9M
Discretionary$12.5M
Non-Disc.$48.5M
Employees126
Clients0
DateJan 2020
Total AUM$60.9M
Discretionary$12.5M
Non-Disc.$48.5M
Employees137
Clients0
DateNov 2019
Total AUM$166.9M
Discretionary$105.9M
Non-Disc.$61M
Employees137
Clients0
DateSep 2019
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees137
Clients0
DateSep 2019
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees137
Clients0
DateAug 2019
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees137
Clients0
DateJul 2019
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees137
Clients0
DateJun 2019
Total AUM$135.9M
Discretionary$74.3M
Non-Disc.$61.6M
Employees137
Clients0
DateApr 2019
Total AUM$135.9M
Discretionary$74.3M
Non-Disc.$61.6M
Employees137
Clients0
DateApr 2019
Total AUM$119.1M
Discretionary$66.3M
Non-Disc.$52.8M
Employees137
Clients0
DateApr 2019
Total AUM$119.1M
Discretionary$66.3M
Non-Disc.$52.8M
Employees137
Clients0
DateMar 2019
Total AUM$119.1M
Discretionary$66.3M
Non-Disc.$52.8M
Employees137
Clients0
DateFeb 2019
Total AUM$119.1M
Discretionary$66.3M
Non-Disc.$52.8M
Employees137
Clients0
DateJan 2019
Total AUM$128.3M
Discretionary$72.5M
Non-Disc.$55.8M
Employees134
Clients0
DateJan 2019
Total AUM$128.3M
Discretionary$72.5M
Non-Disc.$55.8M
Employees134
Clients0
DateOct 2018
Total AUM$128.3M
Discretionary$72.5M
Non-Disc.$55.8M
Employees134
Clients0
DateMay 2018
Total AUM$134M
Discretionary$65.6M
Non-Disc.$68.4M
Employees134
Clients0
DateMay 2018
Total AUM$134M
Discretionary$65.6M
Non-Disc.$68.4M
Employees134
Clients0
DateMay 2018
Total AUM$134M
Discretionary$65.6M
Non-Disc.$68.4M
Employees134
Clients0
DateMar 2018
Total AUM$134M
Discretionary$65.6M
Non-Disc.$68.4M
Employees134
Clients0
DateMar 2018
Total AUM$134M
Discretionary$65.6M
Non-Disc.$68.4M
Employees134
Clients0
DateMar 2018
Total AUM$110.7M
Discretionary$55.7M
Non-Disc.$54.9M
Employees117
Clients0
DateJan 2018
Total AUM$110.7M
Discretionary$55.7M
Non-Disc.$54.9M
Employees117
Clients0
DateSep 2017
Total AUM$110.7M
Discretionary$55.7M
Non-Disc.$54.9M
Employees117
Clients829
DateSep 2017
Total AUM$110.7M
Discretionary$55.7M
Non-Disc.$54.9M
Employees117
Clients829
DateAug 2017
Total AUM$110.7M
Discretionary$55.7M
Non-Disc.$54.9M
Employees117
Clients829
DateAug 2017
Total AUM$110.7M
Discretionary$55.7M
Non-Disc.$54.9M
Employees117
Clients829
DateAug 2017
Total AUM$110.7M
Discretionary$55.7M
Non-Disc.$54.9M
Employees117
Clients829
DateAug 2017
Total AUM$110.7M
Discretionary$55.7M
Non-Disc.$54.9M
Employees117
Clients829
DateAug 2017
Total AUM$110.7M
Discretionary$55.7M
Non-Disc.$54.9M
Employees117
Clients829
DateJul 2017
Total AUM$110.7M
Discretionary$55.7M
Non-Disc.$54.9M
Employees117
Clients829
DateApr 2017
Total AUM$110.7M
Discretionary$55.7M
Non-Disc.$54.9M
Employees117
Clients829
DateMar 2017
Total AUM$110.7M
Discretionary$55.7M
Non-Disc.$54.9M
Employees117
Clients829
DateMar 2017
Total AUM$110.7M
Discretionary$55.7M
Non-Disc.$54.9M
Employees117
Clients829
DateMar 2017
Total AUM$49.5M
Discretionary$18.5M
Non-Disc.$31M
Employees104
Clients314
DateFeb 2017
Total AUM$49.5M
Discretionary$18.5M
Non-Disc.$31M
Employees104
Clients314
DateFeb 2017
Total AUM$49.5M
Discretionary$18.5M
Non-Disc.$31M
Employees104
Clients314
DateDec 2016
Total AUM$49.5M
Discretionary$18.5M
Non-Disc.$31M
Employees104
Clients314
DateSep 2016
Total AUM$49.5M
Discretionary$18.5M
Non-Disc.$31M
Employees104
Clients314
DateSep 2016
Total AUM$49.5M
Discretionary$18.5M
Non-Disc.$31M
Employees104
Clients314
DateJun 2016
Total AUM$49.5M
Discretionary$18.5M
Non-Disc.$31M
Employees104
Clients314
DateMay 2016
Total AUM$49.5M
Discretionary$18.5M
Non-Disc.$31M
Employees104
Clients314
DateMay 2016
Total AUM$49.5M
Discretionary$18.5M
Non-Disc.$31M
Employees104
Clients314
DateMar 2016
Total AUM$49.5M
Discretionary$18.5M
Non-Disc.$31M
Employees104
Clients314
DateMar 2016
Total AUM$49.5M
Discretionary$18.5M
Non-Disc.$31M
Employees104
Clients314
DateJan 2016
Total AUM$36.9M
Discretionary$7.8M
Non-Disc.$29.1M
Employees98
Clients326
DateNov 2015
Total AUM$36.9M
Discretionary$7.8M
Non-Disc.$29.1M
Employees98
Clients326
DateOct 2015
Total AUM$41.1M
Discretionary$10.9M
Non-Disc.$30.2M
Employees91
Clients326
DateOct 2015
Total AUM$41.1M
Discretionary$10.9M
Non-Disc.$30.2M
Employees91
Clients326
DateOct 2015
Total AUM$41.1M
Discretionary$10.9M
Non-Disc.$30.2M
Employees91
Clients326
DateSep 2015
Total AUM$41.1M
Discretionary$10.9M
Non-Disc.$30.2M
Employees91
Clients326
DateAug 2015
Total AUM$41.1M
Discretionary$10.9M
Non-Disc.$30.2M
Employees91
Clients326
DateMay 2015
Total AUM$33.9M
Discretionary$13M
Non-Disc.$20.8M
Employees92
Clients326
DateMar 2015
Total AUM$34.3M
Discretionary$12.3M
Non-Disc.$22M
Employees82
Clients355
DateFeb 2015
Total AUM$34.3M
Discretionary$12.3M
Non-Disc.$22M
Employees82
Clients355
DateJan 2015
Total AUM$30.4M
Discretionary$9.7M
Non-Disc.$20.7M
Employees73
Clients285
DateJan 2015
Total AUM$30.4M
Discretionary$9.7M
Non-Disc.$20.7M
Employees73
Clients285
DateNov 2014
Total AUM$30.4M
Discretionary$9.7M
Non-Disc.$20.7M
Employees73
Clients285
DateSep 2014
Total AUM$34M
Discretionary$2.5M
Non-Disc.$31.5M
Employees92
Clients204
DateAug 2014
Total AUM$34M
Discretionary$2.5M
Non-Disc.$31.5M
Employees92
Clients204
DateAug 2014
Total AUM$23.6M
Discretionary$4.4M
Non-Disc.$19.2M
Employees61
Clients26
DateJun 2014
Total AUM$23.6M
Discretionary$4.4M
Non-Disc.$19.2M
Employees61
Clients26
DateMay 2014
Total AUM$23.6M
Discretionary$4.4M
Non-Disc.$19.2M
Employees61
Clients26
DateMay 2014
Total AUM$23.6M
Discretionary$4.4M
Non-Disc.$19.2M
Employees61
Clients26
DateMay 2014
Total AUM$23.6M
Discretionary$4.4M
Non-Disc.$19.2M
Employees61
Clients26
DateMay 2014
Total AUM$23.6M
Discretionary$4.4M
Non-Disc.$19.2M
Employees61
Clients26
DateMay 2014
Total AUM$23.6M
Discretionary$4.4M
Non-Disc.$19.2M
Employees61
Clients26
DateApr 2014
Total AUM$16.7M
Discretionary$6.8M
Non-Disc.$9.9M
Employees61
Clients26
DateApr 2014
Total AUM$16.7M
Discretionary$6.8M
Non-Disc.$9.9M
Employees61
Clients26
DateMar 2014
Total AUM$16.7M
Discretionary$6.8M
Non-Disc.$9.9M
Employees61
Clients26
DateMar 2014
Total AUM$16.7M
Discretionary$6.8M
Non-Disc.$9.9M
Employees61
Clients26
DateMar 2014
Total AUM$16.7M
Discretionary$6.8M
Non-Disc.$9.9M
Employees61
Clients26
DateMar 2014
Total AUM$16.7M
Discretionary$6.8M
Non-Disc.$9.9M
Employees61
Clients26
DateMar 2014
Total AUM$16.7M
Discretionary$6.8M
Non-Disc.$9.9M
Employees61
Clients26
DateJan 2014
Total AUM$18.3M
Discretionary$4.7M
Non-Disc.$13.7M
Employees76
Clients26
DateDec 2013
Total AUM$18.3M
Discretionary$4.7M
Non-Disc.$13.7M
Employees76
Clients26
DateDec 2013
Total AUM$18.3M
Discretionary$4.7M
Non-Disc.$13.7M
Employees76
Clients26
DateDec 2013
Total AUM$18.3M
Discretionary$4.7M
Non-Disc.$13.7M
Employees76
Clients26
DateNov 2013
Total AUM$16.7M
Discretionary$4.5M
Non-Disc.$12.2M
Employees76
Clients26
DateNov 2013
Total AUM$16.7M
Discretionary$4.5M
Non-Disc.$12.2M
Employees76
Clients26
DateOct 2013
Total AUM$16.7M
Discretionary$4.5M
Non-Disc.$12.2M
Employees76
Clients26