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