Incision Capital Management LP

RIASEC RegisteredEst. 2026
Total AUM
$220M
Discretionary
$220M
100% of AUM
Avg account
$110M
Accounts
2
Employees
2
Advisory reps
2

Firm details

Headquarters
San Francisco, California
CRD number
325593
Registered since
July 8, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Incision Capital Management LP is structured as a limited partnership and operates as a hedge fund serving an institutional client base. The firm is registered with the SEC as of 2026 and is organized to manage pooled investment vehicles. Its regulatory and business filings identify it as a CPO/CTA and as a sponsor, general partner or managing member of pooled vehicles, which aligns with active management of fund-level strategies rather than one-off advisory mandates. Fee arrangements combine a percentage of assets under management with performance-based fees. The firm does not market itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • William Nolan

    William Nolan

    Chief Executive OfficerCRD 2338855

  • Siddharth Mitra

    Siddharth Mitra

    Chief Investment OfficerCRD 7713799

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

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
505 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth