RIA Intelligence

INCEPTIONR LLC

CRD #310565 SEC #801-122052 650-799-2945
SEC Registered Private Funds
Total AUM
$951.2M
Discretionary
$951.2M
Employees
3
Clients
--
Accounts
2

AUM Over Time

DateMar 2025
Total AUM$951.2M
Discretionary$951.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2024
Total AUM$838.1M
Discretionary$838.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$359.9M
Discretionary$359.9M
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$649.1M
Discretionary$649.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$649.1M
Discretionary$649.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$243M
Discretionary$243M
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$243M
Discretionary$243M
Non-Disc.$0
Employees2
Clients0