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INVERLOCHY CAPITAL, INC.

SEC Form ADV profile.

Total regulatory AUM
$44,409,919
Discretionary
$36,390,684
Non-discretionary
$8,019,235

Firm details

CRD number
132253
SEC file number
801-78014
Employees
5
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.