Inflection Advisors

Overview

Inflection Advisors is an independent registered investment adviser organized as an LLC that acts as a capital allocator for both individual/family and institutional clients. The firm provides comprehensive advisory services that include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and selection of other advisers. Fee arrangements combine percentage-of-AUM billing with fixed-fee engagements, and the firm operates with full discretionary authority over the assets it manages. Investment activity is concentrated in public pooled vehicles rather than direct, concentrated equity bets. The firm uses third‑party managers and mutual fund structures as primary building blocks and has an explicit capability to select outside advisers, which suggests they run model-driven portfolios and separate managed accounts alongside mutual fund exposures. Inflection Advisors does not identify itself as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Location & Offices