ALPHA INERTIA CAPITAL

Overview

Alpha Inertia Capital is a small, client-focused advisory boutique structured as a limited liability company. The firm’s advisory work concentrates on portfolio management for individuals and small businesses, and it serves both individual/family and institutional clients. Its fee model combines a percentage of assets under management with the option for performance-based fees, signaling alignment with outcomes for some client relationships. Investment activity tilts toward liquid equity instruments. The firm reports a clear preference for exchange-traded equities and manages separate account relationships for a very small client base. Alpha Inertia Capital does not describe itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices