Inceptionr LLC

RIASEC Registered
Total AUM
$786M
Discretionary
$786M
100% of AUM
Avg account
$786M
Accounts
1
Employees
3
Advisory reps
1

Firm details

Headquarters
,
CRD number
310565
Registered since
August 10, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Inceptionr LLC is an SEC-registered institutional registered investment adviser that began reporting in 2021 and is organized as a limited liability company under individual ownership. It serves an institutional client base and positions itself to manage pooled investment vehicles rather than acting as a capital allocator to separate managers. Its advisory mandate includes portfolio management for pooled funds, and its compensation model combines a percentage-of-assets-under-management fee with performance-based fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting or serve as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Li Lu

    Investment Adviser RepresentativeCRD 6466577

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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