.About Innovatum.

Overview

Mission

Leadership

Advisor Reps

Based in Southern California, Innovatum Capital Partners, LLC (ICP) is an alternatives-focused, fee-only Registered Investment Advisor providing investment, estate planning and insurance services to a broad spectrum of clients from retail to institutional.

ICP FINRA CRD# 154192 / SEC# 801-71614

Innovatum ADVII – (Annual FINRA Filing)

ICP’s mission is to provide for its clients innovative investment, estate planning and life insurance advisory services, while emphasizing capital preservation, low volatility strategies and liquidity.

ICP provides a variety of services and solutions tailored to the needs of each client. ICP investing options include separate managed accounts (SMA’s), fully-automated account solutions, general portfolio design and private investment fund management. ICP’s life insurance practice offers advanced case structuring and deployment for high-net-worth individuals, professionals and business owners.

Finally, ICP’s fee-only model aligns its interests directly with those of the client, and assures it will never charge transaction fees on trades or collect commissions on investment products.

KEVIN CARIAS – Managing Member, Portfolio Manager

Kevin Carias is the Managing Member, Portfolio Manager and primary Investment Advisor Representative of ICP.  His responsibilities as Principal include administration and execution of all advisor strategies and services, including management and trading of client investment accounts, development and execution of life insurance services, firm marketing, compliance and acting as General Partner to private Innovatum Investment Funds.

Kevin has nearly two decades of experience in financial services and consulting, and has served as Principal of ICP since 2010.  Previously, Mr Carias gained exposure to investments as Senior Director and alternative investments specialist for a $1 billion multi-family office based in Orange County, CA. Kevin went on to create his own private consulting firm with clients that included investment funds, corporations and insurance agencies.  Kevin has also served as a VP of Corporate Finance for a regional real estate development firm and held a venture capital associate position early in his career.

Kevin received an MBA in Finance from the George Argyros School of Business and Economics at Chapman University, a BS in Health Science Gerontology from the University of Southern California and holds a Series 65 Investment Advisor License.

Bios Coming Soon