Inflection Capital Management, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 333157
- Registered since
- November 7, 2024
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.85%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Inflection Capital Management, LLC is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2024. The firm is owned by an individual and positions itself as a capital allocator serving individual and family clients. Its fee model combines percentage-of-AUM billing with fixed fees. Core advisory services disclosed in the filing include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm does not identify as an active ESG investor in its filing.
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
Asset composition
- Private Funds62%
- Exchange Traded Equities20%
- State & Local Bonds8%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds3%
Owners & executives
3 of 5
James Machinchick
Chief Planning OfficerCRD 5624699
Matthew Blind
Founder and CEOCRD 5947706
Philip Ierardi
Chief Operating OfficerCRD 2656020
Contacts
3 of 3
Hunter Steadley
CRD 6088698
Colin Fitzgibbons
Wealth AdvisorCRD 8209335
Samuel Stanton
DirectorCRD 6887399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1 Sansome St
- Time zone
- PT (UTC-8)
- Office locations
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