Innealta Capital

RIASEC RegisteredEst. 2018

Total AUM

$222M

Discretionary

$222M

100% of AUM

Avg account

$1.3M

Accounts

172

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 292158
Registered since: February 13, 2018
Website: www.linkedin.com
Custodians: U.S. BANK, N.A., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies82.96%
Corporations / Businesses7.17%
Individuals5.74%
HNWI4.13%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Innealta Capital is a limited liability company that operates as an institutional registered investment adviser. The firm registered with the SEC in 2018 and manages portfolios for both individual and family clients as well as institutional investors. Its advisory offering centers on discretionary portfolio management across individual/small-business clients, investment companies, and business or institutional accounts, and it charges fees based on a percentage of assets under management. The firm is also identified as engaging in CPO/CTA activities, indicating involvement with commodity pool or trading-advisor functions. Innealta does not position itself as an ESG investor, does not operate as a multi-state adviser, and is not classified as a capital allocator.