{
  "crd_number": 329696,
  "slug": "inatai-investment-management-co-llc-seattle-wa-329696",
  "primary_business_name": "INATAI INVESTMENT MANAGEMENT CO. LLC",
  "legal_name": "INATAI INVESTMENT MANAGEMENT CO. LLC",
  "dbas": [],
  "city": "Seattle",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-03-06",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-05-11",
  "carried_forward": false,
  "raum_total": 2693146865.0,
  "raum_discretionary": 2693146865.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 2693146865.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "WA"
  ],
  "websites": [
    "https://inatai.partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329696",
  "city_as_filed": "SEATTLE",
  "url": "https://advisorcensus.com/firm/inatai-investment-management-co-llc-seattle-wa-329696",
  "display_name": "Inatai Investment Management Co. LLC",
  "summary": "Inatai Investment Management Co. LLC is an SEC-registered investment advisory firm in Seattle, WA, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 11, 2026.",
  "citation": "AdvisorCensus. Inatai Investment Management Co. LLC (CRD 329696): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Inatai Investment Management Co. LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Inatai Investment Management Co. LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Inatai Investment Management Co. LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.15% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Inatai Investment Management Co. LLC located?",
      "a": "Inatai Investment Management Co. LLC's principal office is in Seattle, WA, according to its Form ADV."
    },
    {
      "q": "Is Inatai Investment Management Co. LLC registered with the SEC or a state?",
      "a": "Inatai Investment Management Co. LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329696."
    },
    {
      "q": "How much does Inatai Investment Management Co. LLC manage?",
      "a": "Inatai Investment Management Co. LLC reports $2,693,146,865 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Inatai Investment Management Co. LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Inatai Investment Management Co. LLC: Regulatory assets under management: $2,188,572,787 in the October 2024 data and $2,693,146,865 in the October 2026 data, up 23%. Total employees: 9 in October 2024 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Inatai Investment Management Co. LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Does Inatai Investment Management Co. LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329696"
    },
    {
      "q": "What changed in Inatai Investment Management Co. LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2188572787.0,
      "total_employees": 9,
      "filing_date": "2024-07-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2344545495.0,
      "total_employees": 8,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2693146865.0,
      "total_employees": 8,
      "filing_date": "2026-05-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,344,545,495 to $2,693,146,865 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "0.15% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.15% of assets a year"
        ],
        "quotes": [
          "The Cost Sharing Amount percentage will initially be subsidized by the Foundation and will be 0.15% per annum."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 0.15
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Cost Sharing Amount percentage will initially be subsidized by the Foundation and will be 0.15% per annum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/inatai-investment-management-co-llc-seattle-wa-329696.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 2693146865.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329696",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}