INCA INVESTMENTS, LLC

RIASEC RegisteredEst. 2004
Total AUM
$570M
Discretionary
$570M
100% of AUM
Avg account
$190M
Accounts
3
Employees
9
Advisory reps
4

Firm details

Headquarters
MIAMI, Florida
CRD number
131194
Registered since
June 18, 2004
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

FINTRX

Overview

Inca Investments, LLC is a SEC-registered investment adviser formed in 2004 and organized as a limited liability company. The firm operates as a hedge fund manager serving primarily institutional clients and charges both asset-based fees and performance-linked fees. Its advisory mandate includes portfolio management for pooled investment vehicles as well as portfolio management for businesses or other institutions. Inca also identifies itself as an active ESG investor and functions in sponsor/GP/managing-member roles for pooled vehicles it runs.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • 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

Unlock 1 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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth