Alpha Inertia Capital
Firm details
- Headquarters
- New York, New York
- CRD number
- 310967
- Website
- www.aic.llc
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents45%
- Exchange Traded Equities41%
- Derivatives14%
Owners & executives
1 of 1
Illya Nayshevskyy
CEO and FounderCRD 7298202
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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