Inflection Capital Management, LLC

RIASEC RegisteredEst. 2024
Total AUM
$366M
Discretionary
$170M
47% of AUM
Avg account
$3.5M
Accounts
103
Employees
9
Advisory reps
8

Firm details

Headquarters
San Francisco, California
CRD number
333157
Registered since
November 7, 2024
Website
inflectioncm.com
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

FINTRX

Overview

Inflection Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC and registered in 2024. The firm positions itself as a capital allocator for high-net-worth individuals and families, offering both percentage-of-AUM and fixed-fee billing. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and selection of third-party advisers. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 62%, Exchange Traded Equities 20%, State & Local Bonds 8%, Cash & Cash Equivalents 6%, Public Funds/Mutual Funds 3%, US Government Bonds 1%62%
  • Private Funds62%
  • Exchange Traded Equities20%
  • State & Local Bonds8%
  • Cash & Cash Equivalents6%
  • Public Funds/Mutual Funds3%

Owners & executives

3 of 5
  • Matthew Blind

    Matthew Blind

    Founder and CEOCRD 5947706

  • James Machinchick

    James Machinchick

    Chief Planning OfficerCRD 5624699

  • Patrick Hayes

    Patrick Hayes

    Chief Compliance OfficerCRD 6571587

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Contacts

3 of 3
  • Samuel Stanton

    Samuel Stanton

    DirectorCRD 6887399

  • Hunter Steadley

    Hunter Steadley

    CRD 6088698

  • Colin Fitzgibbons

    Colin Fitzgibbons

    Wealth AdvisorCRD 8209335

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth