Incline Capital Management, LLC

Overview

Incline Capital Management, LLC is an owner-operated registered investment adviser that provides discretionary portfolio management primarily to individuals and families, and to small businesses. The firm charges clients on a percentage-of-assets-under-management basis and identifies equities as its primary allocation preference. Filings indicate the business is run by an individual owner and does not market itself as an ESG-focused or multi-state adviser. Investment activity centers on liquid, exchange-traded exposures—both individual stocks and ETFs—with separate managed accounts forming the operational backbone of client portfolios. Mutual funds are also used alongside these exchange-traded vehicles. Custody and trading activity routed through a major custodian supports straightforward implementation of equity and ETF strategies rather than extensive allocations to private or illiquid vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices