INCA INVESTMENTS, LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 131194
- Registered since
- June 18, 2004
- Website
- www.incainvestments.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Sovereign Wealth Funds62.13%
- Pooled Investment Vehicles37.87%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Inca Investments, LLC is a SEC-registered investment adviser formed in 2004 and organized as a limited liability company. The firm operates as a hedge fund manager serving primarily institutional clients and charges both asset-based fees and performance-linked fees. Its advisory mandate includes portfolio management for pooled investment vehicles as well as portfolio management for businesses or other institutions. Inca also identifies itself as an active ESG investor and functions in sponsor/GP/managing-member roles for pooled vehicles it runs.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
3 of 4EFRAIN CHAVEZ
Principal & Portfolio ManagerCRD 2898663
Maclovio Pina-Velasco
Senior Investment AnalystCRD 8197184
DAVID BORENSTEIN
Director of OperationsCRD 6620025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 78 SW 7th St
- Time zone
- ET (UTC-5)
- Office locations
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