INATAI INVESTMENT MANAGEMENT CO. LLC
Adviser information for INATAI INVESTMENT MANAGEMENT CO. LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $2.2B |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $2.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $2.2B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-129651 |
|---|---|
| SEC ERA File Number | 801-129651 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 329696 |
| Legal Entity Identifier | None |
Principal Office
1301 5TH AVESUITE 2600
SEATTLE
WA
United States
Monday - Friday, 8:00 AM - 6:00 PM
Tel: 206-788-8900, Fax: None
Websites
Chief Compliance Officer
WALTER COSTENBADER
1301 5TH AVE
SUITE 2600
SEATTLE
WA
United States
Tel:
206-788-8900
W*****************@************M
(Full email address available in API data)
Industry Affiliates
| INATAI CAPITAL GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| INATAI FUND, LP | Hedge Fund | $1,822.7M | $5.0M | 1 |
| INATAI PARTNERS FUND, LP | Private Equity Fund | $365.9M | $5.0M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| INATAI FOUNDATION | Domestic Entity | – | MANAGING MEMBER | 10/2022 | > 75% |
| WANG, PENG, (NMN) | Individual | – | CHIEF INVESTMENT OFFICER / CHIEF EXECUTIVE OFFICER | 10/2022 | < 5% |
| COSTENBADER, WALTER, RUSSELL | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |
| REILLY, JULIANNE, CHRISTIE | Individual | – | IMCO BOARD SECRETARY | 11/2023 | < 5% |
| VAN OPPEN, PETER, HENRY | Individual | – | BOARD CHAIR | 10/2022 | < 5% |
| MAHER, NICHOLE, JUNE | Individual | – | BOARD MEMBER | 10/2022 | < 5% |
| NAKAMURA, CARA, CHIEMI | Individual | – | BOARD MEMBER | 10/2022 | < 5% |
| VEGA-MARQUIS, LUZ, ARGENTINA | Individual | – | BOARD MEMBER | 10/2022 | < 5% |
| NIERENBERG, DAVID, (NMN) | Individual | – | BOARD MEMBER | 10/2022 | < 5% |
| SHOALS, ANDREW, GREGORY | Individual | – | BOARD MEMBER | 10/2022 | < 5% |