Inca Investments, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 131194
- Registered since
- June 18, 2004
- Website
- www.incainvestments.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Sovereign Wealth Funds62.13%
- Pooled Investment Vehicles37.87%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Inca Investments, LLC is a hedge-fund–structured advisory firm formed as a limited liability company and SEC-registered since 2004. The firm serves institutional clients and operates as an active manager of pooled vehicles and accounts for businesses or institutions. Its fee model combines a percentage-of-AUM component with performance-based fees, and it identifies itself as an active ESG investor. Inca also acts in sponsor-level roles for pooled investment vehicles, serving as sponsor, general partner, and managing member where applicable.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Efrain Chavez
Principal & Portfolio ManagerCRD 2898663
Maclovio Pina-Velasco
Senior Investment AnalystCRD 8197184
David Borenstein
Director of OperationsCRD 6620025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 78 Sw 7th St
- Time zone
- ET (UTC-5)
- Office locations
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