{
  "crd_number": 162607,
  "slug": "incline-global-management-llc-new-york-ny-162607",
  "primary_business_name": "INCLINE GLOBAL MANAGEMENT, LLC",
  "legal_name": "INCLINE GLOBAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-05-28",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 258953084.0,
  "raum_discretionary": 258953084.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 24291990.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 234661094.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://inclineglobal.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162607",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/incline-global-management-llc-new-york-ny-162607",
  "display_name": "Incline Global Management, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Incline Global Management, LLC (CRD 162607): 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 Incline Global Management, LLC compensated?",
      "a": "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."
    },
    {
      "q": "Where is Incline Global Management, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Incline Global Management, LLC registered with the SEC or a state?",
      "a": "Incline Global Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 162607."
    },
    {
      "q": "How much does Incline Global Management, LLC manage?",
      "a": "Incline Global Management, LLC reports $258,953,084 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Incline Global Management, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Incline Global Management, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Incline Global Management, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Incline Global Management, 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/162607"
    },
    {
      "q": "Does Incline Global Management, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Incline Global Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $187,706,351 to $258,953,084 (+38%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 618722755.0,
      "total_employees": 9,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 681433109.0,
      "total_employees": 9,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 365773329.0,
      "total_employees": 6,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 349210622.0,
      "total_employees": 6,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 187706351.0,
      "total_employees": 6,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 258953084.0,
      "total_employees": 6,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $187,706,351 to $258,953,084 (+38%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Generally, investors must invest a minimum dollar amount of $5,000,000; the General Partner of the Funds may waive the minimum investment amount."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 5000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Generally, investors must invest a minimum dollar amount of $5,000,000; the General Partner of the Funds may waive the minimum investment amount."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Marex Capital Markets Inc.",
      "name_as_filed": "MAREX CAPITAL MARKETS INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/incline-global-management-llc-new-york-ny-162607.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 234661094.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 24291990.0
    }
  ],
  "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/162607",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}