← Directory
INVERDALE CAPITAL MANAGEMENT, LLC
CRD 165861File 802-131483
ACTIVE
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
0
Not reported accounts
Employees
Not reported
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- ERA
- SEC region
- FWRO
- Registration date
- Oct 18, 2024
- Principal office
- 4550 TRAVIS STREET, SUITE 550, DALLAS, TX, 75205
- Phone
- 214.871.2900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- Not reported
- Discretionary AUM
- Not reported
- Non-discretionary AUM
- Not reported
- Discretionary accounts
- Not reported
- Non-discretionary accounts
- Not reported
- Total accounts
- Not reported
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- Not reported.
Advisory activities
- Not reported.
Custody
ADV Item 9- Firm Custody Cash
- Not reported
- Firm Custody Assets
- Not reported
- Firm Custody Clients
- Not reported
- Firm Custody Securities
- Not reported
- Related Person Custody Cash
- Not reported
- Related Person Custody Assets
- Not reported
- Related Person Custody Clients
- Not reported
- Related Person Custody Securities
- Not reported
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Registration | — | ACTIVE | |
| May 1, 2022 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2022 | Clients | 27 | 19 | decreased by8 |
| Apr 1, 2022 | AUM | $152,588,151 | $151,156,539 | decreased by$1,431,612 |
| Apr 1, 2022 | Accounts | 37 | 46 | increased by9 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVERDALE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVERDALE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.