INCLINE GLOBAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$259M
Discretionary
$259M
100% of AUM
Avg account
$64.7M
Accounts
4
Employees
6
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
162607
Registered since
May 28, 2012
Custodians
MAREX CAPITAL MARKETS INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles90.62%
  • Other Investment Advisers9.38%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Incline Global Management, LLC is an SEC-registered investment adviser organized as an LLC and operating as a hedge fund manager focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and acts in sponsor/GP/managing member roles for those vehicles. Its compensation structure combines a percentage-of-assets fee with performance-based fees, which aligns with its hedge-fund orientation. Incline Global does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser in its filing.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • MICHAEL ZUCARO

    CFOCRD 6038116

  • JEFFREY LIGNELLI

    CEO & Portfolio ManagerCRD 2378008

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
40 W 57th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth