AUMdb

Alpha Inertia Capital Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 310967 · New York, NY · www.aic.llc
☆ Save with Pro ADV data as of Aug 20, 2026
Regulatory AUM
$726K
Discretionary
$726K
Clients
2
Avg AUM / client
$363K
Accounts
2
Employees
1

AUM over time

$726K $2.6M
Apr 7, 2025 Aug 20, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Aug 20, 2026

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 2 $726K 100.0%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Illya Nayshevskyy Registered representative Aug 2021 (5y)

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)

FormPeriodSize
Form ADV (full filing) 04/07/2025 986 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

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses

Custody

Reported custodians

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: Aug 20, 2026.

View current Form ADV (SEC/IAPD) ↗