9AT: INDIANO CAPITAL MANAGEMENT

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 06/14/2006
Other registrations (1)	New York, Terminated, 03/29/2012
ADV Location	ROCHESTER, NY, United States
Contact Info	585 xxxxxxx
Websites

AUM^*	253,822,996 -11%
of that, discretionary	253,822,996 -11%
Number of Employees	2
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	2,563,869 -1%
% High Net Worth	22.64% 8%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser COHEN CAPITAL MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-
Adviser ALAMAR CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM260.3m	#Funds-
Adviser ALAN B. LANCZ & ASSOCIATES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund4.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.7m	AUM175.4m	#Funds2
Adviser TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM113.7m	#Funds-
Adviser BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM45.0m	#Funds-
Adviser STONEBRIDGE WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM154.6m	#Funds-
Adviser MCRAE CAPITAL MANAGEMENT INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM795.0m	#Funds-
Adviser CHILDRESS CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds1
Adviser C.J. LAWRENCE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM591.5m	#Funds-
Adviser METIS CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM29.8m	#Funds-

Brochure Summary

Overview

The Company Indiano Capital Management, Inc. (“Indiano Capital”) is a registered investment adviser with the United States Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. We were founded in 1998 by Matthew Indiano, our principal owner. Mr. Indiano has over 31 years of investment advisory experience. We provide investment advisory services to individuals, their related trusts and estates, banking or thrift institutions, pension and profit sharing plans and corporations and other institutions. Assets Under Management As of December 31, 2023, we had $286,350,171 of assets under management on a discretionary basis, and $0 on a non-discretionary basis. Advisory Services We offer clients investment management services

as covered in an investment management agreement between us and the client. Each client’s investment account and portfolio is typically managed on a regular and continuous basis. We assist clients in creating their own custom investment plan by assisting them in determining, among other things, suitability, investment objectives, goals, time horizons, and risk tolerances. In reviewing these with clients, clients may impose restrictions on investing in certain securities or types of securities. Our investment strategies may include investments in domestic and foreign equity securities, exchange listed and over-the-counter traded funds, investment grade and non-investment grade corporate bonds, commercial paper, CDs, U.S. Government and agency securities, municipal bonds, option contracts on securities, and mutual funds owning one or more of these types of securities.

INDIANO CAPITAL MANAGEMENT

INDIANO CAPITAL MANAGEMENT

INDIANO CAPITAL MANAGEMENT INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

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Brochure Summary

Overview

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INDIANO CAPITAL MANAGEMENT INDIANO CAPITAL MANAGEMENT INDIANO CAPITAL MANAGEMENT INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

INDIANO CAPITAL MANAGEMENT

INDIANO CAPITAL MANAGEMENT

INDIANO CAPITAL MANAGEMENT INC.