INCEPTIV

RIASEC RegisteredEst. 2023
Total AUM
$256M
Discretionary
$256M
100% of AUM
Avg account
$63.9M
Accounts
4
Employees
7
Advisory reps
5

Firm details

Headquarters
CULVER CITY, California
CRD number
310133
Registered since
July 27, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Inceptiv operates as a limited partnership focused on managing pooled investment vehicles for institutional clients. The adviser, SEC-registered in 2023, positions itself as a multifaceted fund manager with primary emphasis on private equity and real estate strategies while maintaining capacity to invest across commodities and oil & gas. Its business model combines sponsor/GP roles in pooled vehicles with outsourced manager relationships, which suggests the firm blends direct asset-level management with allocations to third-party alternative managers. Investment decision-making centers on fee-for-performance economics: Inceptiv charges a percentage of assets under management alongside performance-based fees, indicating active portfolio construction and incentive alignment with investors. The firm does not identify as an active ESG investor and it is structured as a domestic entity serving a narrow institutional client base.

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

Contacts

3 of 5
  • WAYNE LOU

    PartnerCRD 5639397

  • ULINDRA VIJAYA

    PartnerCRD 7295799

  • PAUL VOGEL

    PartnerCRD 3260339

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

CULVER CITY, CA

LOS ANGELES

Location

CULVER CITY, CA

Headquartered in CULVER CITY, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
3975 Landmark St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth