Capital Innovations, LLC

Capital Innovations, LLC is an independent investment adviser founded in 2007, specializing in managing specialized investment strategies focusing on real assets for institutional investors and family offices worldwide. The firm provides discretionary and nondiscretionary advisory services, managing client portfolios across various infrastructure and real asset investments. They manage global public market investments and private markets investments across major geographies. Capital Innovations also offers discretionary and nondiscretionary investment advisory services through wrap fee programs. The firm's assets under management and advisement as of December 31, 2024, were $193,732,659 managed on a discretionary basis, $179,215,801 managed on a nondiscretionary basis, and $13,192,829 under advisement. The firm charges fees based on a percentage of assets under management, with a preferred minimum account size of $250,000. Clients can place reasonable restrictions on CI's investment discretion, impacting performance. CI may compensate others for client referrals and has a privacy policy in place to protect client information. The firm does not maintain custody of client funds or securities, except for fee deductions. Clients receive written reports at least quarterly, showing account size, performance, and holdings. CI offers advisory services on a nondiscretionary or discretionary basis, with full discretionary authority granted by clients. The firm votes proxies for clients only if directed and maintains a privacy policy to safeguard client information.