INCLINE INVESTMENT MANAGEMENT, LLC

RIASEC Registered
Total AUM
$32.9M
Discretionary
$32.9M
100% of AUM
Avg account
$11M
Accounts
3
Employees
3
Advisory reps
3

Firm details

Headquarters
INCLINE VILLAGE, Nevada
CRD number
293335
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.02%
  • Other0.98%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Incline Investment Management, LLC is a small, SEC-registered limited liability company that operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for both individuals/small businesses and pooled investment vehicles. Its client base is recorded as institutional, while its advisory activities explicitly cover retail-sized clients and pooled funds. The firm charges a combination of asset-based fees and performance-based fees. The firm is organized under individual ownership and is classified in the available data as unclassified. It does not self-identify as an active ESG investor and is not listed as a multi-state or newly formed adviser in the snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Cash & Cash Equivalents 41%, Derivatives 37%, Exchange Traded Equities 22%41%
  • Cash & Cash Equivalents41%
  • Derivatives37%
  • Exchange Traded Equities22%

Owners & executives

1 of 1
  • TODD HURLBUT

    Chief Investment OfficerCRD 3076899

Contacts

2 of 2
  • THOMAS KOLASSA

    CRD 273424

  • TED PARKHILL

    Managing PartnerCRD 3025655

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

INCLINE VILLAGE, NV

WASHOE

Location

INCLINE VILLAGE, NV

Headquartered in INCLINE VILLAGE, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
WASHOE
Address
920 Incline Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth