INFLECTION CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2024

Total AUM

$366M

Discretionary

$170M

47% of AUM

Avg account

$3.5M

Accounts

103

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 333157
Registered since: November 7, 2024
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI99.85%
Charitable Organizations0.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Inflection Capital Management, LLC is an independent registered investment adviser that positions itself as a capital allocator for high-net-worth individuals and families. The firm is organized as an LLC and reports SEC registration in 2024; ownership is listed as individual. Its compensation model is a mix of percentage-of-AUM fees and fixed fees. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. The firm does not report active ESG investing. The company identifies as an allocator that complements direct portfolio management with third-party manager selection. That orientation, combined with its stated business activities, suggests a hybrid model that manages discretionary mandates while directing client capital into externally managed private funds and specialized strategies.