SourcingSourcing

INATAI INVESTMENT MANAGEMENT CO. LLC

C36
CRD 329696·SEC 801-129651·SEATTLE, WA
AUM
$2.69B
$1B+
Est. Revenue
$26.9M
@ 1% on AUM
Est. EBITDA
$8.1M
@ 30% margin
Est. Deal Value
$64.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INATAI INVESTMENT MANAGEMENT CO. LLC
CRD
329696
SEC file #
801-129651
EIN
882964164
DBA names
—

Economics

AUM
$2.69B
AUM band
$1B+
AUM trajectory
'25'26
$2.34B → $2.69B▲ +15%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
inatai.partners

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INATAI FOUNDATION
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
INATAI FOUNDATION
MUTHIAH, MUTHUKKARUPPAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
inatai.partners
Rdap Domain Creation Date
2023-09-12T17:35:34.217Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002022851
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2024-05-15
Edgar Last Filing Date
2026-05-13
Edgar Form D Count
3
Edgar Form D Offerings
2026-05-132026-05-13 · 0002022851-26-000001
2025-05-142025-05-14 · 0002022851-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust6
E*trade4
Edgar Addresses
Mailing
1301 5TH AVE, SUITE 2600SEATTLE, WA 98101
Business
1301 5TH AVE, SUITE 2600SEATTLE, WA 98101
Edgar EIN
882964164
Edgar Recent Filings
D/A2026-05-13 · 0002022851-26-000001
D/A2025-05-14 · 0002022851-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-12T17:35:34.217Z
Rdap Domain Last Changed
2025-10-27T17:36:10.245Z
Rdap Nameservers
Ns63.domaincontrol.comNs64.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (10)

10
MUTHIAH, MUTHUKKARUPPAN
Executive Officer · 2.5%
4564282
WANG, PENG, (NMN)
Executive Officer · 2.5%
7868279
WALTER RUSSELL COSTENBADER
Executive Officer · 2.5%
1828345
DANIELSON, BENJAMIN, NMN
Executive Officer · 2.5%
8061807
GRANT, MARISA, NICOLE
Executive Officer · 2.5%
2835021
MAHER, NICHOLE, JUNE
Executive Officer · 2.5%
7868286
NAKAMURA, CARA, CHIEMI
Executive Officer · 2.5%
7868288
NIERENBERG, DAVID, (NMN)
Executive Officer · 2.5%
1852334
JULIANNE CHRISTIE REILLY
Executive Officer · 2.5%
6511731
VAN OPPEN, PETER, HENRY
Executive Officer · 2.5%
7868282