INNOVIS ASSET MANAGEMENT LLC
CRD #318673 SEC #801-123253 CHICAGO, IL 858-414-3929
SEC Registered
Total AUM
$1.8M
Discretionary
$1.8M
Employees
1
Clients
0
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 3, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| Whiteley, Chad, Thomas | I | PRESIDENT, MEMBER, CCO | E | Control |
| Whiteley, Chad, Thomas | I | PRESIDENT, MEMBER, CCO | E | Control |
| Whiteley, Chad, Thomas | I | PRESIDENT, MEMBER, CCO | E | Control |
| Whiteley, Chad, Thomas | I | PRESIDENT, MEMBER | E | Control |
| Whiteley, Chad, Thomas | I | PRESIDENT, MEMBER | E | Control |
| Whiteley, Chad, Thomas | I | PRESIDENT, MEMBER | E | Control |
Registrations
Federal
IA
May 3, 2024 REGISTERED
Notice Filings (4)
FL IL TX WI
Address
2634 N. WILTON AVESTE 2
CHICAGO, IL 60614
United States
Phone: 858-414-3929