# Inatai Investment Management Co. LLC

> 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.

- CRD: 329696
- Filed as: INATAI INVESTMENT MANAGEMENT CO. LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329696
- AdvisorCensus page: https://advisorcensus.com/firm/inatai-investment-management-co-llc-seattle-wa-329696

## Quick answers

**How is Inatai Investment Management Co. LLC compensated?**
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.

**How much does Inatai Investment Management Co. LLC charge?**
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.

**Where is Inatai Investment Management Co. LLC located?**
Inatai Investment Management Co. LLC's principal office is in Seattle, WA, according to its Form ADV.

**Is Inatai Investment Management Co. LLC registered with the SEC or a state?**
Inatai Investment Management Co. LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329696.

**How much does Inatai Investment Management Co. LLC manage?**
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).

**How have Inatai Investment Management Co. LLC's assets and staff changed since 2024?**
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.

**What types of clients does Inatai Investment Management Co. LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Inatai Investment Management Co. LLC report any disciplinary disclosures?**
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

**What changed in Inatai Investment Management Co. LLC's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: 0.15% of assets a year

> The Cost Sharing Amount percentage will initially be subsidized by the Foundation and will be 0.15% per annum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $2,693,146,865
- Discretionary: $2,693,146,865
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $2,693,146,865 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [inatai.partners](https://inatai.partners)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $2,188,572,787 | 9 | July 8, 2024 |
| October 2025 | $2,344,545,495 | 8 | March 24, 2025 |
| October 2026 | $2,693,146,865 | 8 | May 11, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $2,344,545,495 to $2,693,146,865 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Inatai Investment Management Co. LLC (CRD 329696): Form ADV filing data as of October 2026.