Inkwell Capital LLC
Inkwell Capital LLC is an SEC-registered investment adviser headquartered in Aventura, Florida, with additional offices in North Carolina. The firm was founded in 2011 and manages investment portfolios primarily for individual and high net worth clients in the United States. As of March 2025, Inkwell Capital manages approximately $108 million in assets with a professional staff of 2 investment employees. It provides discretionary investment management services tailored to its clients' needs.
Investment Strategy
Inkwell Capital LLC employs an equity-oriented investment strategy, focusing on building diversified portfolios from a carefully selected basket of public equities across sectors such as technology, finance, and consumer discretionary. The firm deals primarily with high net worth and individual investors, seeking to maximize long-term risk-adjusted returns. Its portfolios include large-cap companies and a core-satellite approach, balancing growth and value stocks with diversification and risk control. Inkwell exercises discretion over nearly all client funds and does not utilize derivatives or alternative assets as a primary strategy.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 7.50% | $7.0M | 14,425 | $453.28 | $485.77 | -$743.9K |
R RSP | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 5.96% | $5.6M | 30,643 | $175.23 | $181.74 | +$230.5K |
M MKL | MARKEL GROUP INC COM | 5.70% | $5.3M | 2,665 | $1726.23 | $1997.36 | +$295.6K |
G GOOGL | ALPHABET INC CAP STK CL A | 5.49% | $5.1M | 29,068 | $189.30 | $176.23 | +$589.2K |
D DG | DOLLAR GEN CORP NEW COM | 4.98% | $4.6M | 40,626 | $83.58 | $114.38 | +$1.0M |