Incline Investment Management, LLC
Assets Under Management
$32.3M
Number of Clients
1
Number of Advisors
2
Average Client AUM
$32.3M
AUM per Advisor
$16.2M
Compensation
Fee-Only (AUM)
About This Firm
Incline Investment Management LLC is a registered investment adviser managing client assets on a discretionary basis. They offer investment management services to pooled investment vehicles (The Tahoe Fund, L.P.) and separately managed accounts (SMAs), tailoring services to client needs and goals. The firm utilizes quantitative, fundamental, and technical analysis in its investment strategies.
Fee Structure
IIM's advisory fees are based on a percentage of assets under management, up to 2% annually. Fees are negotiable and may vary depending on factors like assets managed and services provided. The firm may waive fees for employees. Clients are also responsible for brokerage and transaction charges. The minimum account balance for separately managed accounts is generally $50,000, but this may be waived or lowered at IIM's discretion.
Areas of Practice
Location
920 Incline Way, Suite 2D, Incline Village, NV, 89451-7429