{
  "crd_number": 310565,
  "slug": "inceptionr-llc-310565",
  "primary_business_name": "INCEPTIONR LLC",
  "legal_name": "INCEPTIONR LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-08-10",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 786146394.0,
  "raum_discretionary": 786146394.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 786146394.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310565",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/inceptionr-llc-310565",
  "display_name": "Inceptionr LLC",
  "summary": "Inceptionr LLC is an SEC-registered investment advisory firm, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. Inceptionr LLC (CRD 310565): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Inceptionr LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Inceptionr LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Is Inceptionr LLC registered with the SEC or a state?",
      "a": "Inceptionr LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 310565."
    },
    {
      "q": "How much does Inceptionr LLC manage?",
      "a": "Inceptionr LLC reports $786,146,394 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Inceptionr LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Inceptionr LLC: Regulatory assets under management: $243,000,000 in the October 2021 data and $786,146,394 in the October 2026 data, up 224%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Inceptionr LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Inceptionr LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310565"
    },
    {
      "q": "Does Inceptionr LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 10, 2026 says: \"There is no account minimum for any of INC’s services.\""
    },
    {
      "q": "What changed in Inceptionr LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $951,216,984 to $786,146,394 (-17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 243000000.0,
      "total_employees": 3,
      "filing_date": "2021-08-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 400000000.0,
      "total_employees": 3,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 649118408.0,
      "total_employees": 3,
      "filing_date": "2023-07-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 838129859.0,
      "total_employees": 3,
      "filing_date": "2024-05-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 951216984.0,
      "total_employees": 3,
      "filing_date": "2025-03-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 786146394.0,
      "total_employees": 3,
      "filing_date": "2026-03-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $951,216,984 to $786,146,394 (-17%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 10, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of INC’s services."
        ]
      }
    ],
    "quotes": [
      "There is no account minimum for any of INC’s services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/inceptionr-llc-310565.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 786146394.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310565",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}