Overview
Inverdale Capital Management, LLC, founded in 2012, is a diversified investment
advisory services firm with a focus on alternative investment opportunities. Our clients
include pooled investment vehicles and separately managed accounts. The principal
owners of our firm are Ryan M. Small and William Hardy.
Our firm serves as the investment adviser to two hedge fund clients, namely Inverdale
Strategic Fund, LP and Sutherland Impact Fund, LP. Our firm also serves as the
investment adviser to separately managed account strategies utilizing individualized asset
allocation strategies for high net worth clients. We also serve as the general partner of
Ballast Asset Management, LP, which is a separately registered investment adviser
managing separately managed account clients as well as an exchange traded fund (ETF).
In providing our advisory
services, we seek to achieve superior risk-adjusted returns on
capital by adhering to consistent investment processes and an unwavering commitment to
the highest ethical standards.
For more information on the investment strategy of our clients, please see Item 5: Method
of Analysis, Investment Strategy and Risk of Loss.
Our firm tailors our advisory services in accordance with our clients’ needs and
investment strategy as disclosed in the offering documents or separately managed
account agreements, which allows for investing in a broad array of securities with the
goal of achieving our clients’ investment objectives.
We do not participate in any wrap fee programs.
As of December 2023, we managed approximately $ 75,948,734 in client assets on a
discretionary basis and $ 5,844,702 on a non-discretionary basis.