Inverlochy Capital, Inc.

Overview

Inverlochy Capital, Inc. is an independent registered investment adviser organized as a corporation and operating since 2013. The firm serves both individual and family clients as well as institutional accounts, delivering financial planning and portfolio management for individuals, small businesses and institutions. Its fee model is a percentage of assets under management, and the adviser reports a largely non-ESG orientation. Ownership is shown as a mix of foreign entity and individual ownership. The firm is not designated as a multi-state adviser and does not act as a capital allocator; its business centers on discretionary portfolio management and advisory services rather than operating third-party pooled vehicles. Investment activity indicates a clear tilt toward publicly available pooled vehicles—public funds and mutual funds comprise the single largest component of assets under management—while the firm also employs third-party hedge fund and real estate managers to add alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices