DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Inatai Investment Management Co. LLC
Latest filing May 11, 2026
First filing on the tape Feb 7, 2024 · 6 filings
SEC status approved since Mar 6, 2024
RAUM
$2.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$2.7B as of May 11, 2026
Mar 24, 2025$2.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 11, 2026
Mar 24, 20250 then
Employees (5.A)8 as of May 11, 2026
Mar 24, 20258 then
Private funds3 as of May 11, 2026
Mar 24, 20252 then
RAUM +15% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 11, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $898MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Inatai Fund, LP | Hedge Fund | $1.8B | 1 | Feb 7, 2024 |
| Inatai Partners Fund, LP | Private Equity Fund | $366M | 1 | Feb 7, 2024 |
Owners and control persons
Schedule A and B, latest filing
- (Nmn) Peng Wang · Chief Investment Officer / Chief Executive Officercontrolsince 10/2022 · owns less than 5%
- Russell Walter Costenbader · Chief Compliance Officersince 02/2024 · owns less than 5%
- Nicole Marisa Grant · Board Membersince 03/2024 · owns less than 5%
- June Nichole Maher · Board Membersince 10/2022 · owns less than 5%
- Chiemi Cara Nakamura · Board Membersince 10/2022 · owns less than 5%
- (Nmn) David Nierenberg · Board Membersince 10/2022 · owns less than 5%
- Christie Julianne Reilly · Imco Board Secretarysince 11/2023 · owns less than 5%
- Gregory Andrew Shoals · Board Membersince 10/2022 · owns less than 5%
- Henry Peter Van Oppen · Board Chairsince 10/2022 · owns less than 5%
- Argentina Luz Vega-Marquis · Board Membersince 10/2022 · owns less than 5%
Entity owners
- Inatai Foundation · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Inatai Capital Gp, LLCpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 23, 2026private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-03-24 and 2026-03-23; the peer median change was 0.0% (1022 comparable advisers, 93.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 93% percentile
What changed
consecutive filings, newest first
- Accounts · 2 to 3Mar 24, 2025 to Mar 23, 2026
- Pooled vehicle clients · 2 to 3Mar 24, 2025 to Mar 23, 2026
- Financial planning clients · to 0Mar 24, 2025 to Mar 23, 2026
- Private funds · 2 to 3Mar 24, 2025 to Mar 23, 2026
- Discretionary RAUM · $2.3B to $2.7BMar 24, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $2.3B to $2.7BMar 24, 2025 to Mar 23, 2026
- RAUM · $2.3B to $2.7BMar 24, 2025 to Mar 23, 2026
- Advisory employees · 5 to 4Jul 8, 2024 to Mar 24, 2025
- Employees · 9 to 8Jul 8, 2024 to Mar 24, 2025
- Financial planning clients · unset to Jul 8, 2024 to Mar 24, 2025
- Discretionary RAUM · $2.2B to $2.3BJul 8, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $2.2B to $2.3BJul 8, 2024 to Mar 24, 2025
- RAUM · $2.2B to $2.3BJul 8, 2024 to Mar 24, 2025
Signals
1 dated events
- Inatai Investment Management Co. Llc filed its initial SEC registration (Form ADV)Feb 7, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Inatai Investment Management Co. LLC · Independent Sponsorsshared crd · capital_provider
- Inatai Investment Management Co. LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- inatai.partnersreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 206-788-8900reportedpublic record, Form ADV, May 11, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026