# Inverdale Capital Management, LLC

> Inverdale Capital Management, LLC is an exempt reporting adviser in Dallas, TX, filing reports since 2024. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 165861
- Filed as: INVERDALE CAPITAL MANAGEMENT, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165861
- AdvisorCensus page: https://advisorcensus.com/firm/inverdale-capital-management-llc-dallas-tx-165861

## Quick answers

**Where is Inverdale Capital Management, LLC located?**
Inverdale Capital Management, LLC's principal office is in Dallas, TX, according to its Form ADV.

**How does Inverdale Capital Management, LLC report to regulators?**
Inverdale Capital Management, LLC is an exempt reporting adviser, filing reports since 2024. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 165861.

**How have Inverdale Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Inverdale Capital Management, LLC: Regulatory assets under management: $152,588,151 in the October 2021 data and $81,793,436 in the October 2024 data, down 46%. Total employees: 4 in October 2021 and 2 in October 2024. Assets under management move with markets as well as with clients coming and going.

**Does Inverdale Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165861

## From the Form ADV filing

### Firm details
- Reporting since: 2024 (1 year)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- inverdalecapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $152,588,151 | 4 | March 31, 2021 |
| October 2022 | $151,156,539 | 3 | May 2, 2022 |
| October 2023 | $130,856,491 | 3 | March 21, 2023 |
| October 2024 | $81,793,436 | 2 | June 27, 2024 |
| October 2025 | Not reported | Not reported | January 13, 2025 |
| October 2026 | Not reported | Not reported | March 27, 2026 |

Regulatory assets under management: $152,588,151 in the October 2021 data and $81,793,436 in the October 2024 data, down 46%.
Total employees: 4 in October 2021 and 2 in October 2024.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Inverdale Capital Management, LLC (CRD 165861): Form ADV filing data as of October 2026.