Chief Financial Officer · Innovator Capital Management, LLC
Elizabeth A. Overbay
CRD 4242794 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Innovator Capital Management, LLC, an SEC-registered asset manager based in Wheaton, IL with $30.2 billion in regulatory assets, lists Elizabeth A. Overbay on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Elizabeth at 1 other registered adviser.
Firms and roles
- Innovator Capital Management, LLCChief Financial OfficerAsset manager · Wheaton, IL · $30B in regulatory assets
- Industry VenturesChief Financial OfficerPrivate fund adviser · San Francisco, CA · $9.1B in regulatory assets
AtlasMembers
Elizabeth’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- Cari ZalesiakChief Compliance Officer, Innovator Capital Management, LLC
- Graham A. DayVice President, Innovator Capital Management, LLC
- Kathleen I. MeyerVice President, Innovator Capital Management, LLC
- Marc O. NachmannChief Executive Officer, Innovator Capital Management, LLC
- David S. PlutzerChief Legal Officer, Innovator Capital Management, LLC
5 more people named with Elizabeth on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elizabeth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.