Inatai Investment Management Co. Llc
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 3
- Avg AUM / client
- $898M
- Accounts
- 3
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of May 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $2.7B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $2.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Inatai Fund, Lp | Hedge Fund | Delaware | $1.8B | 1 |
| Inatai Partners Fund, Lp | Private Equity Fund | Delaware | $366M | 1 |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Maher, Nichole, June | Board Member | Oct 2022 (4y) | Less than 5% | |
| Nakamura, Cara, Chiemi | Board Member | Oct 2022 (4y) | Less than 5% | |
| Nierenberg, David | Board Member | Oct 2022 (4y) | Less than 5% | |
| Shoals, Andrew, Gregory | Board Member | Oct 2022 (4y) | Less than 5% | |
| Van Oppen, Peter, Henry | Board Chair | Oct 2022 (4y) | Less than 5% | |
| Vega Marquis, Luz, Argentina | Board Member | Oct 2022 (4y) | Less than 5% | |
| Wang, Peng, (Nmn) | Chief Investment Officer / Chief Executive Officer | Oct 2022 (4y) | Less than 5% | |
| Reilly, Julianne, Christie | Imco Board Secretary | Nov 2023 (3y) | Less than 5% | |
| Costenbader, Walter, Russell | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Grant, Marisa, Nicole | Board Member | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Inatai Foundation | Managing Member | Oct 2022 | A | 75% or more |
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, $2.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Inatai Fund, Lp | Hedge Fund | $1.8B | $5.0M | 1 |
| Inatai Partners Fund, Lp | Private Equity Fund | $366M | $5.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 1.51 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 pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗