Inceptiv
Firm details
- Headquarters
- Culver City, California
- CRD number
- 310133
- Registered since
- July 27, 2023
- Website
- www.inceptiv.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Inceptiv operates as a limited partnership focused on managing pooled investment vehicles for institutional clients. The adviser, SEC-registered in 2023, positions itself as a multifaceted fund manager with primary emphasis on private equity and real estate strategies while maintaining capacity to invest across commodities and oil & gas. Its business model combines sponsor/GP roles in pooled vehicles with outsourced manager relationships, which suggests the firm blends direct asset-level management with allocations to third-party alternative managers. Investment decision-making centers on fee-for-performance economics: Inceptiv charges a percentage of assets under management alongside performance-based fees, indicating active portfolio construction and incentive alignment with investors. The firm does not identify as an active ESG investor and it is structured as a domestic entity serving a narrow institutional client base.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Hezy Shalev
Managing PartnerCRD 5658898
Paul Vogel
PartnerCRD 3260339
Ulindra Vijaya
PartnerCRD 7295799
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Culver City, CA
Los Angeles
Location
Culver City, CA
Headquartered in Culver City, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 3975 Landmark St
- Time zone
- PT (UTC-8)
- Office locations
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