INVERDALE CAPITAL MANAGEMENT, LLC
CRD #165861 SEC #802-131483 DALLAS, TX 214.871.2900
State Registered Exempt Reporting Private Funds
Total AUM
$81.8M
Discretionary
$75.9M
Employees
2
Clients
--
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2024 | $81.8M | $75.9M | $5.8M | 2 | 0 |
| Jun 2024 | $81.8M | $75.9M | $5.8M | 2 | 0 |
| Mar 2024 | $81.8M | $75.9M | $5.8M | 2 | 0 |
| Mar 2023 | $130.9M | $116.4M | $14.5M | 3 | 0 |
| May 2022 | $151.2M | $140.1M | $11.1M | 3 | 0 |
| Apr 2022 | $151.2M | $140.1M | $11.1M | 3 | 0 |
| Mar 2022 | $151.2M | $140.1M | $11.1M | 4 | 0 |
| Feb 2022 | $152.6M | $143.2M | $9.4M | 4 | 0 |
| Mar 2021 | $152.6M | $143.2M | $9.4M | 4 | 0 |
| Nov 2020 | $174M | $158.4M | $15.6M | 9 | 0 |
| Jun 2020 | $174M | $158.4M | $15.6M | 9 | 0 |
| Mar 2020 | $174M | $158.4M | $15.6M | 9 | 0 |
| Apr 2019 | $172M | $161M | $11.1M | 9 | 0 |
| Jan 2019 | $180.7M | $167.6M | $13.1M | 9 | 0 |
| Aug 2018 | $193.5M | $193.5M | $0 | 6 | 0 |
| Jun 2018 | $193.5M | $193.5M | $0 | 6 | 0 |
| Mar 2018 | $193.5M | $193.5M | $0 | 6 | 0 |
| Aug 2017 | $188.3M | $188.3M | $0 | 3 | 1 |
| Feb 2017 | $188.3M | $188.3M | $0 | 3 | 1 |
DateJun 2024
Total AUM$81.8M
Discretionary$75.9M
Non-Disc.$5.8M
Employees2
Clients0
DateJun 2024
Total AUM$81.8M
Discretionary$75.9M
Non-Disc.$5.8M
Employees2
Clients0
DateMar 2024
Total AUM$81.8M
Discretionary$75.9M
Non-Disc.$5.8M
Employees2
Clients0
DateMar 2023
Total AUM$130.9M
Discretionary$116.4M
Non-Disc.$14.5M
Employees3
Clients0
DateMay 2022
Total AUM$151.2M
Discretionary$140.1M
Non-Disc.$11.1M
Employees3
Clients0
DateApr 2022
Total AUM$151.2M
Discretionary$140.1M
Non-Disc.$11.1M
Employees3
Clients0
DateMar 2022
Total AUM$151.2M
Discretionary$140.1M
Non-Disc.$11.1M
Employees4
Clients0
DateFeb 2022
Total AUM$152.6M
Discretionary$143.2M
Non-Disc.$9.4M
Employees4
Clients0
DateMar 2021
Total AUM$152.6M
Discretionary$143.2M
Non-Disc.$9.4M
Employees4
Clients0
DateNov 2020
Total AUM$174M
Discretionary$158.4M
Non-Disc.$15.6M
Employees9
Clients0
DateJun 2020
Total AUM$174M
Discretionary$158.4M
Non-Disc.$15.6M
Employees9
Clients0
DateMar 2020
Total AUM$174M
Discretionary$158.4M
Non-Disc.$15.6M
Employees9
Clients0
DateApr 2019
Total AUM$172M
Discretionary$161M
Non-Disc.$11.1M
Employees9
Clients0
DateJan 2019
Total AUM$180.7M
Discretionary$167.6M
Non-Disc.$13.1M
Employees9
Clients0
DateAug 2018
Total AUM$193.5M
Discretionary$193.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2018
Total AUM$193.5M
Discretionary$193.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$193.5M
Discretionary$193.5M
Non-Disc.$0
Employees6
Clients0
DateAug 2017
Total AUM$188.3M
Discretionary$188.3M
Non-Disc.$0
Employees3
Clients1
DateFeb 2017
Total AUM$188.3M
Discretionary$188.3M
Non-Disc.$0
Employees3
Clients1