Incline Management Corp. (Pittsburgh)

Name: Incline Management Corp.
Address: 625 Liberty Avenue, Pittsburgh, PA, 15222
Telephone: 412-315-7800

Incline Management Corp. is a large advisory firm based in Pittsburgh. It manages $943.46 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Pennsylvania.

Incline Management Corp provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Incline Management Corp: assets under management

The assets under management (AUM) of Incline Management Corp. is $943.46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $943.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.24 million each.

Incline Management Corp has custody of $297.26 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Incline Management Corp. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Incline Management Corp serves?

The only and largest group of clients of Incline Management Corp is pooled investment vehicles with 6 clients and $943.46 million of assets under management. Among the 10 most similar advisory firms, Incline Management Corp has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $943.46 million for 6 clients. None of the firm’s clients are foreign persons or businesses.

Incline Management Corp also advises several private funds. Namely, five private equity funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Incline Management Corp.

The company employs 18 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Carl Glover	Partner	1 Apr 2011	25% - 50%	2536360
Wangdali Covar Bacdayan	Partner, chief compliance officer	1 Apr 2011	25% - 50%	2274512
Justin Leslie Bertram	Partner	1 Apr 2011	25% - 50%	5970093
Deanna Beth Barry	Chief financial officer	1 Apr 2012	Other	6024905
Llc Incline Management Ugp	General partner	1 Jul 2018	Other	83-1348174
Leon Michael Rubinov	Partner	1 Sep 2018	Other	3104939
Incline Management Corp.	Limited partner	1 Oct 2018	75% - 100%	27-4183336

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Carl Glover	Manager	1 Jul 2018	25% - 50%	2536360
Justin Leslie Bertram	Manager	1 Jul 2018	25% - 50%	5970093
Leon Michael Rubinov	Manager	1 Jul 2018	Other	3104939

Based in Pittsburgh

The principal office where Incline Management Corp. performs its advisory services is located at 625 Liberty Avenue, Pittsburgh, PA 15222, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 412-315-7800 or by fax 412-315-7799. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at inclineequity.com.