| Name | Title | Ownership | Since |
|---|---|---|---|
| Inverlochy Capital Ltd Control | Owner | Over 75% | 2016 |
| William Glen Morrison Control | President/Principal | Under 5% | 2004 |
| Inverlochy Capital Group Ltd. Control | Owner | Over 75% | 2016 |
Inverlochy Capital, Inc. reports $36.9 million in regulatory assets under management on its Form ADV.
Inverlochy Capital, Inc. reports 5 employees.
Inverlochy Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 705-887-6953 |
| Fax | 705-887-5938 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
| Discretionary | $30.5M |
| Non-discretionary | $6.5M |
| Total (RAUM) | $36.9M |