INATAI INVESTMENT MANAGEMENT CO. LLC

RIASEC RegisteredEst. 2024
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$898M
Accounts
3
Employees
8
Advisory reps
10

Firm details

Headquarters
SEATTLE, Washington
CRD number
329696
Registered since
March 6, 2024
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Inatai Investment Management Co LLC is an LLC that operates as a manager of pooled investment vehicles with a focus on hedge fund and private equity strategies. The firm is classified as a multifaceted fund manager and also functions in sponsor and general partner roles for pooled vehicles. Its business activity filing lists it as a CPO/CTA and its advisory work centers on portfolio management for pooled investment vehicles. Inatai reports an institutional client base, charges fees as a percentage of assets under management, and is not identified as an active ESG investor. The organization is described as owned by a combination of a domestic entity and an individual. It registered with the SEC in 2024 and is not positioned as a capital allocator; instead, it appears to run and sponsor investment vehicles directly rather than acting solely as an allocator to external managers.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • PENG WANG

    Chief Investment OfficerCRD 7868279

  • NICHOLE MAHER

    President and CEOCRD 7868286

  • WALTER COSTENBADER

    Chief Compliance OfficerCRD 1828345

Contacts

3 of 7
  • DAVID NIERENBERG

    FounderCRD 1852334

  • JULIANNE REILLY

    Associate Portfolio ManagerCRD 6511731

  • PETER VAN OPPEN

    Board MemberCRD 7868282

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
1301 5th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth