Overview
Assets Under Management: $82 million
Headquarters: DALLAS, TX
Frequently Asked Questions
INVERDALE CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165861), INVERDALE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
INVERDALE CAPITAL MANAGEMENT, LLC is headquartered in DALLAS, TX.
According to their SEC Form ADV, INVERDALE CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
INVERDALE CAPITAL MANAGEMENT, LLC manages $82 million in client assets according to their SEC filing dated June 27, 2024.
According to their SEC Form ADV, INVERDALE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.71%
Total Client Accounts: 14
Discretionary Accounts: 13
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 165861
Filing ID: 1885485
Last Filing Date: 2024-06-27 07:55:00