Inceptionr LLC

Overview

Inceptionr LLC is an SEC-registered institutional registered investment adviser that began reporting in 2021 and is organized as a limited liability company under individual ownership. It serves an institutional client base and positions itself to manage pooled investment vehicles rather than acting as a capital allocator to separate managers. Its advisory mandate includes portfolio management for pooled funds, and its compensation model combines a percentage-of-assets-under-management fee with performance-based fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting or serve as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives