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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 22, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LU, LI, NMNIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
LU, LI, NMNIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
LU, LI, NMNIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
LU, LI, NMNIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
LU, LI, NMNIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
LU, LI, NMNIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
LU, LI, NMNIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
LU, LI, NMNIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
LU, LI, NMNIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 22, 2025 REGISTERED

Notice Filings (1)

CA

Address


Phone: 650-799-2945