Inceptionr LLC
Firm details
- Headquarters
- ,
- CRD number
- 310565
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
Inceptionr LLC is organized as an institutional registered investment adviser owned by an individual and focused on institutional clients. The firm charges a percentage-of-AUM fee and also uses performance-based fees. Public disclosures flag it as a single-state operation and not an active ESG investor. There is no indication in the available data that the firm acts as a capital allocator, provides pension consulting, or operates as a related adviser to another entity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Li Lu
Investment Adviser RepresentativeCRD 6466577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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