A complete list of active advisors currently associated with Inflection Capital Management, LLC

Warmer can help you find a great advisor at Inflection Capital Management, LLC or one who fits your needs even better.

Inflection Capital Management serves families, family offices, endowments, charitable foundations, trusts and businesses with a focus on high‑net‑worth clients; the firm reports about $365,605,247 in assets under management and indicates an average client profile with a target net worth near $25,000,000. Its services include comprehensive financial planning, discretionary and non‑discretionary portfolio management, and facilitation of third‑party manager selection and oversight. The firm begins relationships with a detailed assessment that yields a written investment policy statement (IPS) and an individualized investment strategy, then implements that strategy through a mix of in‑house management and selected external Managers who may receive discretionary authority over portions of client portfolios. ICM’s approach documents family dynamics and cash‑flow needs, contemplates allocations to alternatives and private investments, permits margin and derivatives in select cases, and discloses limited operational use of artificial intelligence (for meeting transcription and related tasks). ICM’s structure is atypical for its peer group: it is affiliated with an exempt reporting adviser (TOC‑23/TOC‑23 ERA) that provides advisory services to private funds and notes employee investments in an affiliated ERP company (Eton Solutions) whose bill‑pay service the firm may offer to clients, creating potential conflicts addressed by disclosure and monitoring. The firm also reports a small client base (about 17 clients) alongside roughly $1.47 billion in assets under advisement and participation in a Fidelity support program for emerging advisors, a combination that distinguishes its operational and referral arrangements from many team firms.

To learn more about the advisors currently working at Inflection Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.