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INNOVIS ASSET MANAGEMENT LLC

CHICAGO, IL · CRD 318673 · IAPD ↗ · 858-414-3929

$1.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2024 — INNOVIS ASSET MANAGEMENT LLC (CHICAGO, IL) left the SEC roster (was $1.8M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
June 2024 — INNOVIS ASSET MANAGEMENT LLC reported RAUM down 99% ($345.8M -> $1.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.