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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Inverlochy Capital Inc
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|---|---|
| CRD # | 132253 |
| SEC # | 801-78014 |
| CIK # | |
| AUM | $36.9 M (2025-04-24) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 705-887-6953 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 4.4 |
| (b) Individuals (high net worth individuals) | 14 | 26.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 6.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 36.9 |
| By Discretionary | ||
| Discretionary | 63 | 30.5 |
| Non-Discretionary | 1 | 6.5 |
| Total | 64 | 36.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 36.9 | |
| Total | 64 | 36.9 |
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✚
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|
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|
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|
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|
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|
Winthrop Partners - WPA LLC
✚
|
NY | 0.0 |