INCLINE EQUITY PARTNERS

RIASEC RegisteredEst. 2011
Total AUM
$6B
Discretionary
$6B
100% of AUM
Avg account
$186M
Accounts
32
Employees
93
Advisory reps
4

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
158858
Registered since
August 25, 2011
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Incline Equity Partners is structured as a limited partnership and operates as a private equity fund manager focused on pooled investment vehicles. The firm registered with the SEC in 2011 and primarily serves institutional clients. It functions as sponsor, general partner, and managing member for the vehicles it manages, providing portfolio management for pooled investments. Fee arrangements include both a percentage-of-assets component and performance-based fees. The firm identifies as an active ESG investor and integrates that stance into its investment activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • DANIEL GOLDMINTZ

    General Counsel and Chief Compliance OfficerCRD 7931241

  • DEANNA BARRY

    Partner, CFOCRD 6024905

Contacts

2 of 2
  • LEON RUBINOV

    ​Senior PartnerCRD 3104939

  • JOHN GLOVER

    Managing PartnerCRD 2536360

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PITTSBURGH, PA

ALLEGHENY

Location

PITTSBURGH, PA

Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
625 Liberty Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth