CAPITAL INNOVATIONS, LLC
SEC RegisteredFocused on Income Oriented Real Asset Investing
About the firm
Capital Innovations is a leading global alternative investment manager offering clients complementary public and private investment solutions across the infrastructure, real estate, and natural resources asset classes since 2007. The firm is 100% employee owned and 51% female owned, operating as a nimble boutique asset manager with a stable global platform. It specializes in real assets, delivering client solutions in multiple liquidity styles through public and private markets groups.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Public and private investment solutions across infrastructure, real estate, and natural resources asset classes; separately managed accounts in global thematic areas covering real estate securities, listed infrastructure equity, natural resource equities, preferred securities, and other income solutions; private market real assets through primary, secondary fund investments, and direct/co-investments; available through institutional accounts, U.S. registered mutual funds, and onshore and offshore limited partnerships.
Who they serve
Institutional and individual investors worldwide, including clients who appreciate individualized account management, diversification, and a high level of personal service.
| Client segment | Clients | Assets managed |
|---|---|---|
| Insurance Companies | 5 | — |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $50mm | 0.75% |
| Next $50mm | 0.65% |
| Next $100mm | 0.50% |
| Above $200mm | 0.00% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPITAL INNOVATIONS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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