Philippe Jacques Preite
Investment adviser representative at In On Capital
11 yearsExperience
1 stateRegistered in
CFADesignation
$389.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- In On CapitalJan 2026 to now
- Sentosa & Co.Jan 2020 to now
- Julius BaerNov 2015 to Dec 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
In On Capital
Legal name: In On Capital Advisors LLC
$389.4MAssets managed
40Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7752678
- Firm CRD
- 290038