Inverdale Capital Management, LLC

Inverdale Capital Management, LLC (CRD# 165861) is a financial advisory firm headquartered in Dallas, TX. They manage $81,793,436 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4550 Travis Street, Suite 550, Dallas, TX 75205
http://www.inverdalecapital.com
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $5,842,388
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Inverdale Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ryan Small, financial advisor Dallas TX
Ryan M. Small
CRD#: 6131308
4550 Travis Street, Suite 550, Dallas, TX 75205

Ryan Small (CRD# 6131308) is an Investment Advisor Representative working at Inverdale Capital Management, LLC in Dallas, TX and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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