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Ingenuity Capital Management LLC (Los Altos)


Ingenuity Capital Management LLC is an adviser based in Los Altos. It manages $24.4 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Ingenuity Capital Management provides portfolio management for investment companies and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ingenuity Capital Management: assets under management

The assets under management (AUM) of Ingenuity Capital Management LLC is $24.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.4 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ingenuity Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Altos

The principal office where Ingenuity Capital Management LLC performs its advisory services is located at 26888 Almaden Ct, Los Altos, CA 94022, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 650-948-1216 or by fax 650-618-1784. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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