Inatai Investment Management Co. LLC
SEC RegisteredInvestment decisions are never neutral
About the firm
Inatai Investment Management Company was formed in the fall of 2021 to offer investment management services on a cost-sharing basis (rather than for profit) to partners with shared values and long-term commitments to improving people's lives in Washington. By pooling resources, the firm aims to build scale together, advance each partner's mission, and reduce investment costs for all. It operates as an outgrowth of Inatai Foundation, which was funded by Kaiser Permanente's 2017 acquisition of Group Health Cooperative.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management services offered on a cost-sharing basis, including portfolio management and program-related investments, with a focus on building and managing capital for mission-aligned organizations.
Who they serve
Partners with shared values and long-term commitments to improving people's lives in Washington, particularly organizations advancing racial justice and equity.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 3 | $2.7B |
Leadership
Office locations
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Inatai Investment Management Co. LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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