INCLINE INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- INCLINE VILLAGE, Nevada
- CRD number
- 293335
- Website
- www.inclineim.com
- 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
FINTRXOverview
Incline Investment Management, LLC is a small, SEC-registered limited liability company that operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for both individuals/small businesses and pooled investment vehicles. Its client base is recorded as institutional, while its advisory activities explicitly cover retail-sized clients and pooled funds. The firm charges a combination of asset-based fees and performance-based fees. The firm is organized under individual ownership and is classified in the available data as unclassified. It does not self-identify as an active ESG investor and is not listed as a multi-state or newly formed adviser in the snapshot.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents41%
- Derivatives37%
- Exchange Traded Equities22%
Owners & executives
1 of 1TODD HURLBUT
Chief Investment OfficerCRD 3076899
Contacts
2 of 2THOMAS KOLASSA
CRD 273424
TED PARKHILL
Managing PartnerCRD 3025655
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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