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Innovative Capital Advisors, LLC
SEC-regulated
Registered investment advisor
Innovative Capital Advisors, LLC, established in June 2003, specializes in providing commercial loan portfolio management services to insurance company-funded trusts and insurance companies. The firm is owned by Peter Mavrogenes, holding 73% ownership. Innovative Capital does not accept new trust clients currently. The firm's investment strategy focuses on commercial mortgage loans secured by first priority mortgage/deed of trust liens. Clients commit funds over a fixed period to advance loans, typically over twelve months. Innovative Capital exercises discretion in selecting loans and managing client accounts. Fees for master servicing and investment adviser services are based on a percentage of the amortized book value of the loans outstanding. The firm does not charge performance-based fees. Clients receive monthly reports on regulatory, accounting, and custodial information. Innovative Capital does not have any disciplinary information to report. The firm does not engage in brokerage practices and recommends UMB Bank, N.A., as the account custodian. Clients' information is protected, and they have the option to opt-out of sharing their information. Clients can access and correct their information upon request. For further information or inquiries, clients can contact the firm at 200 W Adams St, Suite 2950, Chicago, IL 60606, or by phone at (312) 263-6410.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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