Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Incline Equity Partners
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
INCLINE PARTNERS FEEDER, L.P.Direct owner · Schedule AInterest in INCLINE EQUITY PARTNERS
75%+
BLUE OWL GP STAKES ADVANTAGE FUND (A) LPDirect owner · Schedule AInterest in INCLINE EQUITY PARTNERS
10% to < 25%
INDIGO OFFSHORE IM AGGREGATOR (PH IV) LPDirect owner · Schedule AInterest in INCLINE EQUITY PARTNERS
5% to < 10%
JOHN CARL GLOVERDirect owner · Schedule AInterest in INCLINE EQUITY PARTNERS
< 5%
DEANNA BETH BARRYDirect owner · Schedule AInterest in INCLINE EQUITY PARTNERS
< 5%
LEON MICHAEL RUBINOVDirect owner · Schedule AInterest in INCLINE EQUITY PARTNERS
< 5%
INCLINE MANAGEMENT UGP, LLCDirect owner · Schedule AInterest in INCLINE EQUITY PARTNERS
< 5%
INDIGO OFFSHORE IM HOLDINGS (PH IV) CORPIndirect owner · Schedule BInterest in INDIGO OFFSHORE IM AGGREGATOR (PH IV) LP
75%+
PETERSHILL IV OFFSHORE SCSPIndirect owner · Schedule BInterest in INDIGO OFFSHORE IM HOLDINGS (PH IV) CORP
75%+
ACCESS TRUSTIndirect owner · Schedule BInterest in PH IV OFFSHORE ADVISORS S.A.R.L.
75%+
BLUE OWL GP STAKES ADVANTAGE U.S. LLCIndirect owner · Schedule BInterest in BLUE OWL GP STAKES ADVANTAGE FUND (A) LP
75%+
BLUE OWL GP STAKES ADVANTAGE OFFSHORE INVESTORS LPIndirect owner · Schedule BInterest in BLUE OWL GP STAKES ADVANTAGE U.S. LLC
75%+
BLUE OWL CAPITAL CARRY LPIndirect owner · Schedule BInterest in BLUE OWL GP STAKES GP HOLDINGS LLC
75%+
BLUE OWL CAPITAL GP HOLDINGS LLCIndirect owner · Schedule BInterest in BLUE OWL CAPITAL GP LLC
75%+
BLUE OWL CAPITAL INC.Indirect owner · Schedule BInterest in BLUE OWL CAPITAL GP HOLDINGS LLC
75%+
JOHN CARL GLOVERIndirect owner · Schedule BInterest in INCLINE MANAGEMENT UGP, LLC
50% to < 75%
JOHN CARL GLOVERIndirect owner · Schedule BInterest in INCLINE PARTNERS FEEDER, L.P.
50% to < 75%
NBSH BLUE INVESTMENTS, LLCIndirect owner · Schedule BInterest in BLUE OWL CAPITAL CARRY LP
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Incline Equity Partners.
Reported ownership and control details
Form ADV · Filing date 2026-04-27 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | JOHN CARL GLOVERMANAGING PARTNERIndividual | INCLINE EQUITY PARTNERS | Less than 5%Code NA | Yes | MANAGING PARTNER04/2011 | Schedule APDF page 170 |
| 2 | DEANNA BETH BARRYPARTNER, CHIEF FINANCIAL OFFICERIndividual | INCLINE EQUITY PARTNERS | Less than 5%Code NA | Yes | PARTNER, CHIEF FINANCIAL OFFICER04/2012 | Schedule APDF page 170 |
| 3 | LEON MICHAEL RUBINOVSENIOR PARTNERIndividual | INCLINE EQUITY PARTNERS | Less than 5%Code NA | Yes | SENIOR PARTNER09/2018 | Schedule APDF page 170 |
| 4 | INCLINE MANAGEMENT UGP, LLCGENERAL PARTNERDomestic entity | INCLINE EQUITY PARTNERS | Less than 5%Code NA | Yes | GENERAL PARTNER07/2018 | Schedule APDF page 170 |
| 5 | INCLINE PARTNERS FEEDER, L.P.LIMITED PARTNERDomestic entity | INCLINE EQUITY PARTNERS | 75% or moreCode E | Yes | LIMITED PARTNER04/2021 | Schedule APDF page 170 |
| 6 | INDIGO OFFSHORE IM AGGREGATOR (PH IV) LPLIMITED PARTNERDomestic entity | INCLINE EQUITY PARTNERS | 5% to less than 10%Code A | No | LIMITED PARTNER04/2021 | Schedule APDF page 170 |
| 7 | DANIEL Y. GOLDMINTZGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERIndividual | INCLINE EQUITY PARTNERS | Less than 5%Code NA | Yes | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER05/2024 | Schedule APDF page 170 |
| 8 | BLUE OWL GP STAKES ADVANTAGE FUND (A) LPLIMITED PARTNERDomestic entity | INCLINE EQUITY PARTNERS | 10% to less than 25%Code B | No | LIMITED PARTNER12/2024 | Schedule APDF page 170 |
| 9 | JOHN CARL GLOVERMANAGERIndividual | INCLINE MANAGEMENT UGP, LLC | 50% to less than 75%Code D | Yes | MANAGER07/2018 | Schedule BPDF page 171 |
| 10 | LEON MICHAEL RUBINOVMANAGERIndividual | INCLINE MANAGEMENT UGP, LLC | Percentage not specifiedCode F | Yes | MANAGER07/2018 | Schedule BPDF page 171 |
| 11 | JOHN CARL GLOVERLIMITED PARTNERIndividual | INCLINE PARTNERS FEEDER, L.P. | 50% to less than 75%Code D | Yes | LIMITED PARTNER04/2021 | Schedule BPDF page 171 |
| 12 | INCLINE MANAGEMENT UGP, LLCGENERAL PARTNERDomestic entity | INCLINE PARTNERS FEEDER, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER04/2021 | Schedule BPDF page 171 |
| 13 | INDIGO OFFSHORE IM HOLDINGS (PH IV) CORPLIMITED PARTNERDomestic entity | INDIGO OFFSHORE IM AGGREGATOR (PH IV) LP | 75% or moreCode E | No | LIMITED PARTNER04/2021 | Schedule BPDF page 171 |
| 14 | PETERSHILL IV OFFSHORE SCSPSHAREHOLDERForeign entity | INDIGO OFFSHORE IM HOLDINGS (PH IV) CORP | 75% or moreCode E | Yes | SHAREHOLDER04/2021 | Schedule BPDF page 171 |
| 15 | PH IV OFFSHORE ADVISORS S.A.R.L.GENERAL PARTNERForeign entity | INDIGO OFFSHORE IM AGGREGATOR (PH IV) LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER04/2021 | Schedule BPDF page 171 |
| 16 | ANDREW DANIEL JAMES GALLOWAYMANAGERIndividual | PH IV OFFSHORE ADVISORS S.A.R.L. | Percentage not specifiedCode F | Yes | MANAGER04/2021 | Schedule BPDF page 171 |
| 17 | WILLIAM ANTHONY JONESMANAGERIndividual | PH IV OFFSHORE ADVISORS S.A.R.L. | Percentage not specifiedCode F | Yes | MANAGER04/2021 | Schedule BPDF page 171 |
| 18 | GUNTER RAUSCHMANAGERIndividual | PH IV OFFSHORE ADVISORS S.A.R.L. | Percentage not specifiedCode F | Yes | MANAGER04/2021 | Schedule BPDF page 171 |
| 19 | ACCESS TRUSTSHAREHOLDERDomestic entity | PH IV OFFSHORE ADVISORS S.A.R.L. | 75% or moreCode E | Yes | SHAREHOLDER04/2021 | Schedule BPDF page 171 |
| 20 | SANNE TRUSTEES (CAYMAN) LIMITEDTRUSTEEForeign entity | ACCESS TRUST | Percentage not specifiedCode F | Yes | TRUSTEE04/2021 | Schedule BPDF page 171 |
| 21 | ANDREW DANIEL JAMES GALLOWAYBOARD MEMBERIndividual | SANNE TRUSTEES (CAYMAN) LIMITED | Percentage not specifiedCode F | Yes | BOARD MEMBER04/2021 | Schedule BPDF page 171 |
| 22 | WILLIAM ANTHONY JONESBOARD MEMBERIndividual | SANNE TRUSTEES (CAYMAN) LIMITED | Percentage not specifiedCode F | Yes | BOARD MEMBER04/2021 | Schedule BPDF page 171 |
| 23 | GUNTER RAUSCHBOARD MEMBERIndividual | SANNE TRUSTEES (CAYMAN) LIMITED | Percentage not specifiedCode F | Yes | BOARD MEMBER04/2021 | Schedule BPDF page 171 |
| 24 | BLUE OWL GP STAKES ADVANTAGE U.S. LLCLIMITED PARTNERDomestic entity | BLUE OWL GP STAKES ADVANTAGE FUND (A) LP | 75% or moreCode E | Yes | LIMITED PARTNER12/2023 | Schedule BPDF page 171 |
| 25 | BLUE OWL GP STAKES ADVANTAGE OFFSHORE INVESTORS LPMEMBERForeign entity | BLUE OWL GP STAKES ADVANTAGE U.S. LLC | 75% or moreCode E | Yes | MEMBER12/2023 | Schedule BPDF page 171 |
| 26 | BLUE OWL GP STAKES ADVANTAGE ASSOCIATES LPMANAGERForeign entity | BLUE OWL GP STAKES ADVANTAGE U.S. LLC | Percentage not specifiedCode F | Yes | MANAGER12/2023 | Schedule BPDF page 171 |
| 27 | BLUE OWL GP STAKES ADVANTAGE ASSOCIATES LPGENERAL PARTNERForeign entity | BLUE OWL GP STAKES ADVANTAGE OFFSHORE INVESTORS LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2023 | Schedule BPDF page 171 |
| 28 | BLUE OWL GP STAKES ADVANTAGE ASSOCIATES LPGENERAL PARTNERForeign entity | BLUE OWL GP STAKES ADVANTAGE FUND (A) LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2023 | Schedule BPDF page 171 |
| 29 | BLUE OWL GP STAKES GP HOLDINGS LLCGENERAL PARTNERDomestic entity | BLUE OWL GP STAKES ADVANTAGE ASSOCIATES LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2023 | Schedule BPDF page 171 |
| 30 | BLUE OWL CAPITAL CARRY LPMEMBERDomestic entity | BLUE OWL GP STAKES GP HOLDINGS LLC | 75% or moreCode E | Yes | MEMBER05/2021 | Schedule BPDF page 171 |
| 31 | NBSH BLUE INVESTMENTS, LLCLIMITED PARTNERDomestic entity | BLUE OWL CAPITAL CARRY LP | 25% to less than 50%Code C | Yes | LIMITED PARTNER05/2021 | Schedule BPDF page 172 |
| 32 | NBSH ACQUISITION LLCMANAGING MEMBERDomestic entity | NBSH BLUE INVESTMENTS, LLC | Percentage not specifiedCode F | Yes | MANAGING MEMBER05/2021 | Schedule BPDF page 172 |
| 33 | BLUE OWL CAPITAL GP LLCGENERAL PARTNERDomestic entity | BLUE OWL CAPITAL CARRY LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER05/2021 | Schedule BPDF page 172 |
| 34 | BLUE OWL CAPITAL GP HOLDINGS LLCMANAGING MEMBERDomestic entity | BLUE OWL CAPITAL GP LLC | 75% or moreCode E | Yes | MANAGING MEMBER11/2021 | Schedule BPDF page 172 |
| 35 | BLUE OWL CAPITAL INC.MANAGING MEMBERDomestic entity | BLUE OWL CAPITAL GP HOLDINGS LLC | 75% or moreCode E | Yes | MANAGING MEMBER11/2021 | Schedule BPDF page 172 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 4/27/2026 11:31:56 AM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.