Inflection Capital Management, LLC
Inflection Capital Management, LLC is an SEC-registered ria in San Francisco, CA with $365.6M assets under management (AUM, regulatory AUM), +94% over one year. See who owns Inflection Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333157, SEC 801-131299, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $365.6M (2026-04-24)
- Firm type
- Ria
- Location
- San Francisco, CA
- Employees
- 9
- Clients
- 17
- CRD
- 333157
- Ownership
- KUNZ, JUSTIN, MICHAEL; Hayes, Patrick, Daniel; IERARDI, PHILIP, ANTHONY
How much AUM does Inflection Capital Management, LLC have?
Inflection Capital Management, LLC reported $365.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Inflection Capital Management, LLC?
Disclosed owners and executives of Inflection Capital Management, LLC include KUNZ, JUSTIN, MICHAEL, Hayes, Patrick, Daniel, IERARDI, PHILIP, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.