Innealta Capital
Innealta Capital is an SEC-registered ria with $222.4M assets under management (AUM, regulatory AUM), -14% over one year. See who owns Innealta Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292158, SEC 801-112421, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $222.4M (2026-04-02)
- Firm type
- Ria
- Employees
- 4
- Clients
- 114
- CRD
- 292158
- Ownership
- RIOMAGGIORE INVESTMENTS, LLC; SCIARAFFIA, VITO, ANTONIO; CRESCENT REED INVESTMENTS, LLC; JL HOLDINGS, INC.; LAHTI, JOSEPH, JOHN
How much AUM does Innealta Capital have?
Innealta Capital reported $222.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Innealta Capital?
Disclosed owners and executives of Innealta Capital include RIOMAGGIORE INVESTMENTS, LLC, SCIARAFFIA, VITO, ANTONIO, CRESCENT REED INVESTMENTS, LLC, JL HOLDINGS, INC., LAHTI, JOSEPH, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.