SAN FRANCISCO, CACRD 333157Latest ADV April 24, 2026
Inflection Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 24, 2026, reports $366M in regulatory assets under management, 9 employees, 3 offices, and 103 accounts.
Assets Under Management
$366M
Employees
9
Offices
3 offices
Total Clients
17
Primary office
SAN FRANCISCO, CA
1 SANSOME STREET, SUITE 1400, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
17
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$366Mas of April 24, 2026
Discretionary46.5%
$170M
47% of total RAUM46.5%
Non-discretionary53.5%
$196M
53% of total RAUM53.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$366M
Total Accounts103
10Y AUM Change+$366M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee2:1
10Y Employee Change+8 (+800.0%)
* 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.