# Itero Capital, LLC

> Itero Capital, LLC is a state-registered investment advisory firm in San Rafaell, CA, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 289422
- Filed as: ITERO CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Rafaell, CA
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289422
- AdvisorCensus page: https://advisorcensus.com/firm/itero-capital-llc-san-rafaell-ca-289422

## Quick answers

**How is Itero Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Itero Capital, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Itero Capital, LLC located?**
Itero Capital, LLC's principal office is in San Rafaell, CA, according to its Form ADV.

**Is Itero Capital, LLC registered with the SEC or a state?**
Itero Capital, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289422.

**How much does Itero Capital, LLC manage?**
Itero Capital, LLC reports $61,190,136 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (2% discretionary).

**What types of clients does Itero Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7).

**Does Itero Capital, 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/289422

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $61,190,136
- Discretionary: $1,190,136
- Non-discretionary: $60,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | 7 | $61,190,136 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Itero Capital, LLC (CRD 289422): Form ADV filing data as of October 2026.