Innealta Capital
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
FINTRXOverview
Innealta Capital is an SEC-registered limited liability company that provides portfolio management across individual, family and institutional clients. The firm charges fees as a percentage of assets under management and reports activities consistent with a commodity pool operator/commodity trading adviser (CPO/CTA). Its advisory services include managing portfolios for individuals and small businesses, investment companies, and other business or institutional clients. Innealta does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities97%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
2 of 2
Vito Sciaraffia
Chief Investment OfficerCRD 6214155
Carla Fava Quiroga
Chief Compliance OfficerCRD 6716634
Contacts
2 of 2
Franco Fava
Financial AnalystCRD 7608890
Gonzalo Maturana
Career & Academic AdvisorCRD 6899731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$306M in ETFs
98%
$299M
2%
$7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) COMMUNICATION SERVICES SELECT SECTOR SPDR(R) ETF (XLC) | State Street | Passive | Communications | $16.4M | 148,093 | 5.36% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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