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| Keyboard |
| Inflection Capital Management LLC
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|---|---|
| CRD # | 333157 |
| SEC # | 801-131299 |
| CIK # | |
| AUM | 365.6 M (2026-04-24) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 415-450-6556 |
| Address | 1 Sansome Street San Francisco, CA 94104-4436 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 17 | 365.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 103 | 365.6 |
| By Discretionary | ||
| Discretionary | 95 | 170.1 |
| Non-Discretionary | 8 | 195.5 |
| Total | 103 | 365.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 365.6 | |
| Total | 103 | 365.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 7 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Camden Wealth Advisors LLC
✚
|
TX | 366.3 M |
|
Homage Wealth Group LLC
✚
|
TX | 366.2 M |
|
Royal Oak Financial Advisors LLC
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|
MI | 366.1 M |
|
North Capital Inc
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|
UT | 365.8 M |
|
Asset Planning Services Inc
✚
|
LA | 365.6 M |
|
Tealwood Asset Management Inc
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|
MN | 365.4 M |
|
Beaumont Asset Management LLC
✚
|
TX | 365.2 M |
|
Regimen Wealth LLC
✚
|
GA | 365.2 M |
|
My Personal CFO LLC
✚
|
WA | 365.1 M |
|
Kondo Wealth Advisors Inc
✚
|
CA | 365.1 M |