Alpha Inertia Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$968,558
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
2
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$484,279
About
Alpha Inertia Capital LLC is a single‑advisor registered investment adviser that provides discretionary portfolio management services to high‑net‑worth individuals and corporate/business entities. The firm prepares investment policy statements and concentrates its advice primarily on equities and exchange‑traded funds, including precious‑metals ETFs.
The adviser employs a mix of analysis techniques — charting, cyclical, fundamental, quantitative, technical and modern portfolio theory — and implements both long‑ and short‑term trading approaches. It seeks discretionary authority to manage accounts, conducts regular monitoring, and may use margin, short sales and options as part of portfolio construction and risk management.
What distinguishes Alpha Inertia from most independent peers is its willingness to accept performance‑based fees for qualified clients and its explicit use of leverage and derivatives in managed accounts, practices that are relatively uncommon among similar firms. The firm also lists corporate entities among its clients and operates as a solo practitioner with a modest asset base and limited client roster, factors that can affect account concentration and service capacity.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Factor investing / smart beta
Fee options
2.50% annually
Annual fee of 2% of assets under management plus 10% performance fee on capital appreciation with high water mark
Account minimum: $250,000
Main office location
Alpha Inertia Capital
462 7 Th Ave, Floor 6, Suite 9
New York NY 10018, United States
Number of offices
1
Most active in
Alpha Inertia Capital has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")