Asset ManagerRIA · CRD 293335SEC-RegisteredPrivate Fund Adviser

Updated:

Incline Investment Management

Incline Investment Management is an SEC-registered investment adviser in Incline Village, NV. The firm manages approximately $33 million in regulatory assets.

Incline Investment Management

Incline Investment Management is an SEC-registered investment adviser in Incline Village, NV. The firm manages approximately $33 million in regulatory assets. It has 3 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Incline Village

Corporate office

Manchester, NH, United States

Additional offices

Boston, MA · San Francisco, CA · Incline Village, NV · Burlingame, CA

Frequently asked questions

What is Incline Investment Management's investment approach?

Incline Investment Management operates as a registered investment advisor, but outside of basic regulatory filings, no detailed strategy documentation is publicly available. Its multi-office presence suggests a broad mandate across public and private markets.

Who are Incline's clients?

The firm serves family offices and institutional investors, based on its RIA classification and geographic scope across five US offices. No specific client names or relationships have been disclosed.

What does the firm's multi-city office structure suggest?

Offices in Manchester, Boston, San Francisco, Incline Village, and Burlingame imply a national client base and possibly a distributed partnership model, with principals located near key wealth centers. This is unusual for a firm of this size and profile.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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