Incline Equity Partners
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Overview
Incline Equity Partners operates as a financial advisory company based in Pittsburgh, Pennsylvania. Incline Equity Partners oversees $5.3 billion in total assets over 21 accounts, placing it among the biggest firms in the country by assets under management (AUM). It has an average-sized group, including 46 financial advisors. Incline Equity Partners does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as options, bonds and equities.
Incline Equity Partners administers all of the company's accounts in a discretionary manner. Discretionary management means that buy and sell choices for the client's account are made by a portfolio manager without requiring the client's consent. The company's average account size is $252.1 million. The typical advisor at Incline Equity Partners administers fewer than one client account, making it one of the most individualized advisor firms in the country.
Incline Equity Partners's central office is located at 625 Liberty Avenue, Pittsburgh, Pennsylvania 15222. It is permitted to serve investors across a number of states, including New York and Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Incline Equity Partners by the Numbers
$5.3 billion
62
21
$252.1 million
Fee Structure
Fees for financial advisory services typically depend on the services offered. However, fees billed by the company may include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Incline Equity Partners.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its 21 accounts, Incline Equity Partners's largest client is pooled investment vehicles. None of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Incline Equity Partners does not have any disclosures.
Please visit its Form ADV for more details.
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