Indiano Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Rochester, NY. Its latest Form ADV filing, dated March 30, 2026, reports $254M in regulatory assets under management, 2 employees, and 99 accounts.
Assets Under Management
$254M
Employees
2
Offices
--
Total Clients
53
Primary office
ROCHESTER, NY
120 LINDEN OAKS, SUITE 201, ROCHESTER, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.7% of total clients.
Top client categories% of clientsClients
1
Individuals
71.7%
38
2
HNWI
22.6%
12
3
Insurance Cos.
3.8%
2
4
Corporations
1.9%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$254Mas of March 30, 2026
Discretionary100.0%
$254M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$254M
Total Accounts99
10Y AUM Change+$18M (+7.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee27:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.