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 organized as a limited liability company and has been registered with the SEC since 2012. The firm operates as a hedge fund manager focused on institutional clients and serves primarily as adviser and sponsor for pooled investment vehicles. Its business model combines asset-based management fees with performance-based compensation, and it functions in sponsor/GP and managing-member roles for the funds it runs. The adviser does not position itself as an ESG investor and is not presented as a multi-state or pension-consulting practice.

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth