INNVENTURE MANAGEMENT SERVICES, LLC
Adviser information for INNVENTURE MANAGEMENT SERVICES, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-116832 |
|---|---|
| SEC ERA File Number | 802-116832 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 298836 |
| Legal Entity Identifier | None |
Principal Office
6900 TAVISTOCK LAKES BLVDSUITE 400
ORLANDO
FL
United States
Monday - Friday, 9-5
Tel: 321-209-6787, Fax: 321-424-6501
Chief Compliance Officer
NoneIndustry Affiliates
| INNVENTURE GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| INNVENTUS ESG FUND I, L.P. | Venture Capital Fund | $32.0M | $0.1M | 53 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| INNVENTURE LLC | Domestic Entity | – | MANAGING MEMBER | 01/2018 | > 75% |
| INNVENTURE1, LLC | Domestic Entity | INNVENTURE LLC | MEMBER | 01/2017 | 50-75% |
| WE-INN, LLC | Domestic Entity | INNVENTURE LLC | MEMBER | 01/2017 | 25-50% |
| Otworth, Michael | Individual | INNVENTURE LLC | DIRECTOR OF INNVENTURE, LLC | 01/2017 | |
| Brenner, Richard | Individual | INNVENTURE LLC | DIRECTOR OF INNVENTURE, LLC | 01/2017 | |
| DONNALLY, JAMES | Individual | INNVENTURE LLC | DIRECTOR OF INNVENTURE, LLC | 01/2017 | |
| Wasson, Kim | Individual | KIMBERLY WASSON TRUST | MANAGING MEMBER | 01/2017 | 50-75% |
| Wasson, Greg | Individual | GREGORY WASSON TRUST | MANAGING MEMBER | 01/2017 | 50-75% |
| BALKIN, MICHAEL, PHILLIP | Individual | INNVENTURE LLC | DIRECTOR OF INNVENTURE LLC | 01/2017 | |
| HARPER, LUCAS, FIELDEN | Individual | – | MANAGING DIRECTOR | 04/2020 | < 5% |
| WASSON ENTERPRISES LLC | Domestic Entity | WE-INN, LLC | MEMBER | 01/2017 | > 75% |
| Renuart, Neal | Individual | – | VP FINANCE, REGULATORY CONTACT | 08/2021 | < 5% |
| Wasson, Greg | Individual | – | DIRECTOR | 01/2017 | < 5% |
| Otworth, Michael | Individual | – | DIRECTOR | 01/2017 | < 5% |
| DONNALLY, JAMES | Individual | – | DIRECTOR | 01/2017 | < 5% |
| BALKIN, MICHAEL, PHILLIP | Individual | – | DIRECTOR | 01/2017 | < 5% |
| GREGORY WASSON TRUST | Domestic Entity | WASSON ENTERPRISES LLC | MEMBER | 01/2017 | 25-50% |
| KIMBERLY WASSON TRUST | Domestic Entity | WASSON ENTERPRISES LLC | MEMBER | 01/2017 | 25-50% |
| Scott, John | Individual | – | DIRECTOR | 01/2017 | < 5% |
| AUSTRUP, ROLAND | Individual | – | DIRECTOR | 01/2021 | < 5% |