INVERDALE CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
165861
Registered since
October 18, 2024

Firm profile

FINTRX

Overview

Inverdale Capital Management, LLC is a small, manager-driven investment adviser registered in 2024 and structured as an LLC under individual ownership. The firm positions itself around pooled private funds and sponsored vehicles, serving as sponsor, general partner and managing member for those vehicles rather than operating as a traditional retail advisory practice. Its stated activity emphasizes hedge fund management and allocations to third‑party alternative managers across a broad set of strategies. Investment activity is concentrated in private and alternative strategies with an emphasis on manager selection and direct sponsor roles. The adviser appears to prefer running pooled investment vehicles (two funds currently reported) and deploying capital through discretionary accounts and fund structures. The firm is not identified as an active ESG investor and is not presented as a multi‑state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Contacts

1 of 1
  • RYAN SMALL

    Managing PartnerCRD 6131308

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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
4550 Travis St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth