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Incline Global Management, LLC

New York, NYSEC-registered investment adviserCRD 162607

Filed as INCLINE GLOBAL MANAGEMENT, LLC

Incline Global Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

14 years
registered since 2012
$258,953,084
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Incline Global Management, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Incline Global Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is Incline Global Management, LLC located?

Incline Global Management, LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Incline Global Management, LLC registered with the SEC or a state?

Incline Global Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 162607.

How much does Incline Global Management, LLC manage?

Incline Global Management, LLC reports $258,953,084 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

How have Incline Global Management, LLC's assets and staff changed since 2021?

In the Form ADV data for Incline Global Management, LLC: Regulatory assets under management: $618,722,755 in the October 2021 data and $258,953,084 in the October 2026 data, down 58%. Total employees: 9 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Incline Global Management, LLC serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); other investment advisers (1).

Which custodians does Incline Global Management, LLC use?

Incline Global Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Marex Capital Markets Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Incline Global Management, LLC report any disciplinary disclosures?

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/162607

Does Incline Global Management, LLC state an account minimum?

Its Form ADV Part 2A brochure dated March 31, 2026 says: "Generally, investors must invest a minimum dollar amount of $5,000,000; the General Partner of the Funds may waive the minimum investment amount."

What changed in Incline Global Management, LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $187,706,351 to $258,953,084 (+38%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

The brochure's wording
Generally, investors must invest a minimum dollar amount of $5,000,000; the General Partner of the Funds may waive the minimum investment amount.

As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$258,953,084

$258,953,084 as of October 2026, filing dated March 31, 2026.

Discretionary: $258,953,084.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 3 Assets $234,661,094 (91%)
Other investment advisers
Clients 1 Assets $24,291,990 (9%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2012 (14 years)
Employees
Total: 6. Performing investment advisory functions: 3.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))
Marex Capital Markets Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
Palm Beach, FL
States registered or notice-filed
Not reported.

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$619M 2021 $681M 2022 $366M 2023 $349M 2024 $188M 2025 $259M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$258,953,0846March 31, 2026
October 2025$187,706,3516March 27, 2025
October 2024$349,210,6226March 29, 2024
October 2023$365,773,3296March 29, 2023
October 2022$681,433,1099March 31, 2022
October 2021$618,722,7559March 31, 2021

Regulatory assets under management: $618,722,755 in the October 2021 data and $258,953,084 in the October 2026 data, down 58%.

Total employees: 9 in October 2021 and 6 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $187,706,351 to $258,953,084 (+38%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
inclineglobal.net

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Incline Global Management, LLC (CRD 162607): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/incline-global-management-llc-new-york-ny-162607