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Inceptionr LLC

● SEC registered since 2021CRD 310565SEC# 801-122052
Export (members)
Reg. AUM
$786.1M
Employees
3
Accounts
1
Location

Inceptionr LLC assets under management

Inceptionr LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $786.1 million in regulatory assets under management and employs 3 people.

Inceptionr LLC owners & executives

1 reported
NameTitleOwnershipSince
Li Nmn Lu ControlManaging Member & Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Inceptionr LLC manage?

Inceptionr LLC reports $786.1 million in regulatory assets under management on its Form ADV.

How many employees does Inceptionr LLC have?

Inceptionr LLC reports 3 employees.

Does Inceptionr LLC disclose fund performance?

Inceptionr LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone650-799-2945
FaxN/A
Office hours9:00 a.m. - 6:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1821561
Discloses disciplinary historyNo

Regulatory AUM

$786.1M▼ 17%
Mar '25 — $951.2MApr '25 — $951.2MMay '25 — $951.2MJun '25 — $951.2MJul '25 — $951.2MAug '25 — $951.2MSep '25 — $951.2MOct '25 — $951.2MNov '25 — $951.2MDec '25 — $951.2MJan '26 — $951.2MFeb '26 — $951.2MMar '26 — $786.1MApr '26 — $786.1MMay '26 — $786.1MJun '26 — $786.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$786.1Mregulatory AUM
Discretionary $786.1M