Alpha Inertia Capital

RIASEC Registered
Total AUM
$726K
Discretionary
$726K
100% of AUM
Avg account
$363K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
310967
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Alpha Inertia Capital is an independent registered investment adviser organized as a limited liability company that provides fee-based portfolio management to individuals and small businesses. The firm is owner-operated and targets individual and family clients. Its compensation includes a percentage-of-AUM component and the ability to charge performance-based fees. The adviser does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not function as a capital allocator to other investment firms.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 45%, Exchange Traded Equities 41%, Derivatives 14%45%
  • Cash & Cash Equivalents45%
  • Exchange Traded Equities41%
  • Derivatives14%

Owners & executives

1 of 1
  • Illya Nayshevskyy

    Illya Nayshevskyy

    CEO and FounderCRD 7298202

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
228 Park Ave S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth