INFLECTION POINT ASSET MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI BEACH, Florida
CRD number
340616
Registered since
January 23, 2026

Firm profile

FINTRX

Overview

Inflection Point Asset Management LLC is organized as a limited liability company that operates primarily through pooled vehicles rather than traditional advisory relationships. The firm is registered with the SEC in 2026 and is owned by an individual. Its public filings list the firm as a sponsor, general partner and managing member of pooled investment vehicles, indicating the principal business model is creating and running private investment funds rather than acting as a broad capital allocator or multi-state retail adviser. The firm does not identify as an active ESG investor and does not present itself as a pension consultant or related adviser in filings. Inflection Point’s visible activity centers on private fund management. There is no reported retail client base or separately managed account platform; instead, the firm appears to concentrate resources on running its fund vehicle(s) and serving owners of those vehicles.

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

Owners & executives

2 of 2
  • MICHAEL BLITZER

    Co-CEOCRD 4024444

  • Kevin Shannon

    Chief Executive OfficerCRD 6810066

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

MIAMI BEACH, FL

MIAMI DADE

Location

MIAMI BEACH, FL

Headquartered in MIAMI BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1680 Michigan Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth