INNOVATIVE PORTFOLIOS LLC
CRD #281382 SEC #801-106812 INDIANAPOLIS, IN 317-689-6450
SEC Registered Private Funds
Total AUM
$784.6M
Discretionary
$784.3M
Employees
14
Clients
--
Accounts
974
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $784.6M | $784.3M | $313.3K | 14 | 0 |
| Mar 2024 | $767.3M | $763.9M | $3.5M | 16 | 0 |
| Mar 2023 | $590.7M | $588.3M | $2.4M | 17 | 0 |
| Mar 2022 | $714.3M | $713.3M | $1.1M | 17 | 0 |
| Mar 2022 | $714.3M | $713.3M | $1.1M | 17 | 0 |
| Oct 2021 | $86M | $86M | $0 | 13 | 0 |
| Mar 2021 | $86M | $86M | $0 | 13 | 0 |
| Jan 2021 | $25.1M | $25.1M | $0 | 11 | 0 |
| Dec 2020 | $25.1M | $25.1M | $0 | 11 | 0 |
| Nov 2020 | $25.1M | $25.1M | $0 | 11 | 0 |
| Mar 2020 | $25.1M | $25.1M | $0 | 11 | 0 |
| May 2019 | $202.1K | $202.1K | $0 | 16 | 0 |
| May 2019 | $202.1K | $202.1K | $0 | 16 | 0 |
| Mar 2019 | $202.1K | $202.1K | $0 | 16 | 0 |
| Jan 2019 | $0 | $0 | $0 | 8 | 0 |
| Dec 2018 | $0 | $0 | $0 | 8 | 0 |
| Mar 2018 | $0 | $0 | $0 | 3 | 0 |
| Mar 2017 | $0 | $0 | $0 | 3 | 0 |
| Jun 2016 | $0 | $0 | $0 | 2 | 0 |
| Mar 2016 | $0 | $0 | $0 | 2 | 0 |
| Jan 2016 | $0 | $0 | $0 | 2 | 0 |
| Oct 2015 | $0 | $0 | $0 | 2 | 0 |
| Oct 2015 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$784.6M
Discretionary$784.3M
Non-Disc.$313.3K
Employees14
Clients0
DateMar 2024
Total AUM$767.3M
Discretionary$763.9M
Non-Disc.$3.5M
Employees16
Clients0
DateMar 2023
Total AUM$590.7M
Discretionary$588.3M
Non-Disc.$2.4M
Employees17
Clients0
DateMar 2022
Total AUM$714.3M
Discretionary$713.3M
Non-Disc.$1.1M
Employees17
Clients0
DateMar 2022
Total AUM$714.3M
Discretionary$713.3M
Non-Disc.$1.1M
Employees17
Clients0
DateOct 2021
Total AUM$86M
Discretionary$86M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$86M
Discretionary$86M
Non-Disc.$0
Employees13
Clients0
DateJan 2021
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees11
Clients0
DateDec 2020
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees11
Clients0
DateNov 2020
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees11
Clients0
DateMay 2019
Total AUM$202.1K
Discretionary$202.1K
Non-Disc.$0
Employees16
Clients0
DateMay 2019
Total AUM$202.1K
Discretionary$202.1K
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$202.1K
Discretionary$202.1K
Non-Disc.$0
Employees16
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0