SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Inflection Capital Management, LLC
San Francisco, CA
CRD 333157
Firm filing updated September 10, 2026 ·
- $365.6MAssets
- 8Advisory staff
- 103Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals17
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 17 | $365.1 million |
| Charitable organizations | Fewer than 5 clients | $548,897 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$365.6 million
- Accounts103
- Discretionary$170.1 million · 95 accounts
- Non-discretionary$195.5 million · 8 accounts
People
- Employees9
- Advisory staff8
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 333157, SEC file 801-131299.
- Registered with the SEC as an investment advisor (status date on record: November 7, 2024).
Is Inflection Capital Management, LLC a fiduciary?
Short answer: Inflection Capital Management, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.