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Innealta Capital
Innealta Capital applies quantitative models to global asset allocation via ETFs and separate accounts. Founded 2009 in Austin, TX.
Innealta Capital
Quantitative Investment Solutions | Acclivity focuses on systematic equity strategies driven by rigorous quantitative research. Utilizing advanced, computer-based models and AI algorithms, we analyze extensive public data sources to develop and refine our investment strategies. Our approach targets unique opportunities within U.S. equities, leveraging factors and market inefficiencies to enhance returns.
General information
Firm type
RIA
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
US
City
Austin
Corporate office
Austin, TX, United States
Sector focus
Frequently asked questions
Who makes investment decisions at Innealta Capital?
Innealta Capital's investment decisions are governed by a quantitative research team and portfolio managers. The firm does not publicly name a single CIO or lead portfolio manager for all strategies, but decisions are driven by proprietary factor and macro models rather than individual discretion (per public record).
How does Innealta source its investment ideas?
Innealta uses quantitative research — including factor models, macro trend analysis, and risk budgeting — to drive asset allocation. The firm does not rely on fundamental bottom-up stock picking or exclusive GP relationships. Ideas emerge from systematic signals rather than proprietary deal flow (per the firm's public materials).
Is Innealta Capital structured as a family office or an asset manager?
Innealta is structured as a registered investment adviser (RIA), not a family office. It manages assets for a broad client base including institutions, RIAs, and individual investors. There is no disclosed connection to a single wealthy family or endowment.
What asset classes does Innealta typically invest in?
Innealta allocates across equities, fixed income, currencies, and commodities, primarily through ETFs. The firm's quantitative models drive exposure to these asset classes based on factor signals. It does not typically engage in private equity, venture capital, or direct real estate investing.
Does Innealta offer portfolio solutions beyond its own ETFs?
Yes — Innealta provides separately managed accounts (SMAs) and model portfolios for advisors and institutions. These portfolios apply the firm's quantitative models using third-party ETFs and sometimes individual securities, tailored to client risk parameters (per public disclosures).
What is Innealta's known posture on co-investments or direct deals?
Innealta does not engage in co-investments or direct private-market deals. The firm's investment approach is entirely public-markets-oriented, using liquid ETFs and securities to implement quantitative strategies. It is a long-only and long-short systematic manager, not a private deal fund.
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