Innealta Capital is an investment advisor in Austin with $255.56 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
823587641
SEC advisor number
801-112421
FINRA CRD number
292158
AUM ?
$305.05 mm
(as of 29 Mar 24)
Accounts
159
(as of 29 Mar 24)
Employees
10
(9 investment advisory or research)
Address
Innealta Capital
13215 BEE CAVE PARKWAY
BUILDING A, SUITE 240
AUSTIN
TX 78738-0064
13215 BEE CAVE PARKWAY
BUILDING A, SUITE 240
AUSTIN
TX 78738-0064
Phone
(737) 808-4640
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jul 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22