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INFLECTION CAPITAL MANAGEMENT, LLC
CRD 333157 · SEC 801-131299
1 SANSOME STREET, SUITE 1400, SAN FRANCISCO, CA, 94104-4436, United States
Phone
415-450-6556
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$365.6M
Discretionary AUM
$170.1M
Team
9 total employees; 8 advisory reps; 7 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 17 | $365.1M |
States served
CA, MA, OR, TX, NH
All web addresses on file
Official SEC filing: View on IAPD