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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Michigan HQ: Grand Rapids, MI

Innovia Wealth

$3.1B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($273.1M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Growth Equity, Multi-Strategy, Private Credit (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
21
5 Open Source Trails Below
Sum of Disclosed Rows
$273.1M
Total AUM: $3.1B
Median Disclosed Amount
$15.0M
Range: $5.0M – $20.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Innovia Wealth

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Khosla Ventures Opportunities III, LPAdviser 7.B Vehicle Growth Equity 2025
$18.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
EnCap Energy Capital Venture Fund IVAdviser 7.B Vehicle Venture Capital 2025
$17.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Providence Strategic Growth IIIAdviser 7.B Vehicle Growth Equity 2025
$15.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Holocene Advisors Fund LPAdviser 7.B Vehicle Multi-Strategy 2024
$10.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Highbridge Tactical Credit Fund LPAdviser 7.B Vehicle Multi-Strategy 2024
$15.3M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Innovia Wealth

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Innovia Wealth (Family Office / MFO, $3.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 16.2% Actual; $56.2M Unallocated Target Bandwidth). SEC Form ADV (801-112177, CRD #289913) verified $3.12B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Innovia Wealth

448 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Innovia Wealth (19 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 9 Shared Vehicles

Axis Capital General Account

Insurance Company New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Menlo Olympic Fund I, L.P. (2023 Vintage)
Innovia Wealth: $8.2M · SEC Form ADV 7.B
Axis Capital General Account: $12.8M · SEC EDGAR Filing

Additional shared vehicles: Menlo Inflection III, L.P. (2022 Vintage) · Blackstone Energy Partners III (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Elkhorn Candlelight Remington Multi-Family Office Private Capital Platform

Family Office / MFO Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Menlo Inflection III, L.P. (2022 Vintage)
Innovia Wealth: $5.2M · SEC Form ADV 7.B
Elkhorn Candlelight Remington Multi-Family Office Private Capital Platform: $40.0M · SEC Form ADV 7.B

Additional shared vehicles: Menlo Olympic Fund I, L.P. (2023 Vintage) · Menlo Ventures XIV (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

StepStone Emerging & Diverse Manager FoF

Fund of Funds / Seeder US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Menlo Ventures XIV (2020 Vintage)
Innovia Wealth: $15.8M · SEC Form ADV 7.B
StepStone Emerging & Diverse Manager FoF: $113.2M · SEC Form ADV 7.B

Additional shared vehicles: Menlo Olympic Fund I, L.P. (2023 Vintage) · Menlo Inflection III, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+445 Additional Institutional LPs Report Shared Vehicles with Innovia Wealth

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Innovia Wealth

You are viewing 5 open public preview records (out of 21 total tracked records for Innovia Wealth) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (448 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Innovia Wealth

Venture Capital LPs →Buyout LPs →Growth Equity LPs →Multi-Strategy LPs →Private Credit LPs →

Frequently Asked Questions: Innovia Wealth

What type of institutional allocator is Innovia Wealth and what is their typical disclosed ticket size?

Innovia Wealth is categorized under Family Office / MFO (Regional Roadshow Hub: Michigan; Headquarters: Grand Rapids, MI). Across 21 historical disclosure records tracked on Prilago ($273.1M total parsed USD across disclosed rows), the median disclosed amount is $15.0M (range: $5.0M to $20.7M).

Which private-market strategies appear in Innovia Wealth's public disclosures?

Innovia Wealth has disclosed records across Venture Capital, Buyout, Growth Equity, Multi-Strategy, Private Credit. Open preview records include Khosla Ventures Opportunities III, LP (2025 Vintage), EnCap Energy Capital Venture Fund IV (2025 Vintage), Providence Strategic Growth III (2025 Vintage), Holocene Advisors Fund LP (2024 Vintage).

How are Innovia Wealth's historical records substantiated and separated from active searches on Prilago?

Records for Innovia Wealth cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Innovia Wealth's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/innovia-wealth or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Innovia Wealth?

In Prilago's bilateral commitment graph, Innovia Wealth shares resolved underlying fund vehicles with 448 institutional LPs across 19 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Axis Capital General Account (9 shared vehicles, e.g. Menlo Olympic Fund I, L.P. (2023 Vintage)), Elkhorn Candlelight Remington Multi-Family Office Private Capital Platform (8 shared vehicles, e.g. Menlo Inflection III, L.P. (2022 Vintage)), StepStone Emerging & Diverse Manager FoF (8 shared vehicles, e.g. Menlo Ventures XIV (2020 Vintage)).

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