Capital Innovations (CI) is an independent investment advisor that creates and manages specialized investment strategies focusing on real assets. CI provides both discretionary and non-discretionary advisory services, managing client portfolios using traditional and systematic processes across infrastructure and real asset investments. CI specializes in global public and private market investments across various geographies. CI also offers sub-advisory services to registered investment companies. CI does not guarantee investment objectives will be achieved.
Assets Under Management$370M
Clients6
Advisors1
Avg. per Client$62M
Avg. per Advisor$370M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100.0M - $200.0M | 0.50% |
| $200M+ | 0.50% |
Fees negotiable on assets > $200mm
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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