Inatai Investment Management Co LLC

RIASEC Registered
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$898M
Accounts
3
Employees
8
Advisory reps
10

Firm details

Headquarters
Seattle, Washington
CRD number
329696
Registered since
March 6, 2024
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Inatai Investment Management Co LLC is an SEC-registered adviser (registered in 2024) that operates as a combined hedge fund and private equity manager with CPO/CTA functionality. The firm’s client base is institutional and its advisory activity centers on portfolio management for pooled investment vehicles; it also serves as sponsor, general partner and managing member for pooled funds it manages. Fees are assessed as a percentage of assets under management. Inatai does not identify as an active ESG investor and is structured as a domestic limited liability company owned by individuals and other domestic entities.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Peng Wang

    Chief Investment OfficerCRD 7868279

  • Nichole Maher

    President and CEOCRD 7868286

Contacts

3 of 8
  • Walter Costenbader

    Walter Costenbader

    FinOpCRD 1828345

  • David Nierenberg

    David Nierenberg

    FounderCRD 1852334

  • Marisa Grant

    Marisa Grant

    TreasurerCRD 2835021

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
1301 5th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth