Innealta Capital, Llc
- Regulatory AUM
- $222M
- Discretionary
- $222M
- Clients
- 117
- Avg AUM / client
- $1.9M
- Accounts
- 172
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 73 | $12.8M | 5.74% |
| High net worth individuals | 17 | $9.2M | 4.13% |
| Investment companies | 3 | $185M | 83.0% |
| Corporations and other businesses | 24 | $15.9M | 7.17% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Vito Antonio Sciaraffia | Sole Managing Member | May 2016 (10y) | ≈ 56.25% – 100% via Riomaggiore Investments, Llc | |
| Maturana, Gonzalo, Eduardo | Member Of The Board Of Managers To The Registrant | Nov 2017 (9y) | Less than 5% | |
| Nicholas Austin Bowers | Member To The Registrant | CFP | Apr 2018 (8y) | Less than 5% |
| Carla Andrea Fava Quiroga | Chief Compliance Officer And Chief Operations Officer | Jun 2018 (8y) | Less than 5% | |
| Yuxing Zhang | Member To The Registrant | Oct 2018 (8y) | Less than 5% | |
| Franco Fava | Registered representative | Dec 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Riomaggiore Investments, Llc | Member To The Registrant | Nov 2017 | A | 75% or more |
| Alsacia Investments, Llc | Member To The Registrant | Nov 2017 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Vito Antonio Sciaraffia: 75% – 100% of Riomaggiore Investments, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 1.05 MB | 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
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- U.S. Bank $185M (83% of AUM) Apr 2026
- Charles Schwab & Co. $37.9M (17% of AUM) Apr 2026
- Pershing $29.0M (9% of AUM) Dec 2024
- Raymond James $2.0M (1% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗