INVERLOCHY CAPITAL, INC.

INVERLOCHY CAPITAL, INC. is an SEC-registered investment adviser (CRD 132253). Regulatory assets under management: $44.4M.

Registration

• CRD: 132253
• SEC file number: 801-78014
• Type: Registered investment adviser
• Phone: 705-887-6953
• Latest filing: 2026-02-27
• Regulatory AUM: $44.4M
• Discretionary AUM: $36.4M
• Non-discretionary AUM: $8.0M
• Clients: 5
• Accounts: 67

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132253 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search