Inverdale Capital Management, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $42.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Inverdale Strategic Fund, Lp | Hedge Fund | Delaware | $40.1M | 10 |
| Sutherland Impact Fund, Lp | Hedge Fund | Delaware | $2.7M | 4 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Small, Ryan, Martin | Manager And Member | Oct 2012 (14y) | 50% – 75% | |
| Hardy, William, Guerdan | Chief Financial Officer And Cco | Jan 2017 (10y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $42.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Inverdale Strategic Fund, Lp | Hedge Fund | $40.1M | $1.0M | 10 |
| Sutherland Impact Fund, Lp | Hedge Fund | $2.7M | $1.0M | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 606 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Reported custodians
- J.P. Morgan $19.6M (24% of AUM) Jun 2024
- Charles Schwab & Co. $13.6M (17% of AUM) Jun 2024
- Interactive Brokers $8.0M (6% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗