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Building 2INFLECTION CAPITAL MANAGEMENT, LLC

Map pinSAN FRANCISCO, CA
Phone415-450-6556
NotebookSEC #801-131299
Total AUM
$365.6M
Employees
9
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 SANSOME STREET
SUITE 1400
SAN FRANCISCO
CA 94104-4436
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
415-450-6556
Other Offices
3

ReceiptFinancials

Total AUM
$365.6M
Accounts
103
Discretionary
$170.1M
Accounts
95
Non-Discretionary
$195.5M
Accounts
8

ContactClients

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HNW Individual Clients
17
AUM
$365.1M
Charitable Organization Clients
1
AUM
$548.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANHORTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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