DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

I••••••• C•••••• M••••••••• L••

Asset manager (funds and pooled vehicles)San Francisco, CaliforniaCRD 311568SEC 801-127252websiteIAPD
Latest filing Jul 28, 2026
First filing on the tape Dec 22, 2022 · 5 filings
SEC status approved since Jan 20, 2023
RAUM
$366M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$366M as of Jul 28, 2026
Apr 3, 2024$365M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 28, 2026
Apr 3, 20240 then
Employees (5.A)10 as of Jul 28, 2026
Apr 3, 20245 then
Private funds7 as of Jul 28, 2026
Apr 3, 20246 then
RAUM +0.2% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jul 28, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$52.3MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+0.0%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$366M, 7 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$366M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
7reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$366M for 7 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      7 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      I••••••• C•••••• F••• I• L•••Venture Capital Fund$173M34Dec 22, 2022
      I••••••• C•••••• S••••• I• L•••Private Equity Fund$97.8M74Sep 21, 2021
      I••••••• C•••••• C•••••• I• L•••Private Equity Fund$50.6M67Sep 21, 2021
      I••••••• C•••••• A••••••• I• L•••Venture Capital Fund$17.7M23Sep 21, 2021
      I••••••• C•••••• P•••••• I• L•••Venture Capital Fund$15.4M13Dec 22, 2022
      I••••••• C•••••• C•••••• I• L•Venture Capital Fund$11.0M12Dec 22, 2022
      I••••••• C•••••• V••• I• L•••no longer reportedVenture Capital Fund$01Sep 21, 2021
      Owners and control persons
      Schedule A and B, latest filing
      • M••••• J•••••• R• · Member And Manager/ Ccocontrol
        since 06/2020 · owns 75% or more
      Related persons
      Schedule D 7.A
      • I••••••• C•••••• G• I• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 6 to 7
        Mar 31, 2025 to Jul 28, 2026
      • Pooled vehicle clients · 6 to 7
        Mar 31, 2025 to Jul 28, 2026
      • Assets in custody · $365M to $366M
        Mar 31, 2025 to Jul 28, 2026
      • Private funds · 6 to 7
        Mar 31, 2025 to Jul 28, 2026
      • Discretionary RAUM · $365M to $366M
        Mar 31, 2025 to Jul 28, 2026
      • Pooled vehicle RAUM · $365M to $366M
        Mar 31, 2025 to Jul 28, 2026
      • RAUM · $365M to $366M
        Mar 31, 2025 to Jul 28, 2026
      • Advisory employees · 5 to 6
        Apr 3, 2024 to Mar 31, 2025
      • Employees · 5 to 10
        Apr 3, 2024 to Mar 31, 2025
      • Financial planning clients · unset to
        Apr 3, 2024 to Mar 31, 2025
      • Private funds · 12 to 6
        Dec 22, 2022 to Oct 5, 2023
      Signals
      1 dated events
      • I••••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
        Dec 22, 2022 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/innovius-capitalreportedpublic record, Form ADV, Sep 19, 2026
      Website
      i•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      6504884983reportedpublic record, Form ADV, Jul 28, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026