Incline Investment Management, LLC

RIASEC Registered
Total AUM
$32.9M
Discretionary
$32.9M
100% of AUM
Avg account
$11M
Accounts
3
Employees
3
Advisory reps
3

Firm details

Headquarters
Incline Village, Nevada
CRD number
293335
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.02%
  • Other0.98%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Incline Investment Management, LLC is a small, privately owned RIA that operates with a commodity trading/advisory profile (identified as a CPO/CTA). The firm serves an institutional client base while also reporting advisory activities that include portfolio management for individuals, small businesses and pooled investment vehicles. Compensation comes from a combination of a percentage-of-AUM fee and performance-based fees. The adviser does not identify as an ESG investor and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

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: Cash & Cash Equivalents 41%, Derivatives 37%, Exchange Traded Equities 22%41%
  • Cash & Cash Equivalents41%
  • Derivatives37%
  • Exchange Traded Equities22%

Owners & executives

1 of 1
  • Todd Hurlbut

    Todd Hurlbut

    Chief Investment OfficerCRD 3076899

Contacts

2 of 2
  • Thomas Kolassa

    CRD 273424

  • Ted Parkhill

    Ted Parkhill

    Managing PartnerCRD 3025655

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Incline Village, NV

Washoe

Location

Incline Village, NV

Headquartered in Incline Village, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
Washoe
Address
920 Incline Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth