INCEPTIONR LLC

Overview

Inceptionr LLC is a privately held limited liability company that registered with the SEC in 2021 and operates primarily for institutional clients. Its stated advisory activity is portfolio management for pooled investment vehicles, and its client-facing fee model combines a percentage-of-AUM charge with performance-based fees. Ownership is listed as individual, and the firm does not identify as an active ESG investor or a multi-state adviser. The firm’s structure and service mix suggest it runs one or more pooled vehicles for institutional allocators rather than offering broad retail wealth management. Performance fees alongside pooled-vehicle management are consistent with strategies that use external managers or incentivized active management inside a pooled product.

Assets & Accounts

Public Holdings

Investments & Alternatives