Inflection Capital Management, LLC
● SEC registered since 2024CRD 333157SEC# 801-131299San Francisco, CA
Reg. AUM
$365.6M
Employees
9
Accounts
103
Location
San Francisco, CA
Inflection Capital Management, LLC assets under management
Inflection Capital Management, LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2024. It reports $365.6 million in regulatory assets under management and employs 9 people.
Inflection Capital Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin Michael Kunz Control | Managing Member | Over 75% | 2024 |
| Patrick Daniel Hayes | Chief Compliance Officer | Under 5% | 2024 |
| Philip Anthony Ierardi | Chief Operating Officer | Under 5% | 2025 |
Frequently asked questions
How much does Inflection Capital Management, LLC manage?
Inflection Capital Management, LLC reports $365.6 million in regulatory assets under management on its Form ADV.
How many employees does Inflection Capital Management, LLC have?
Inflection Capital Management, LLC reports 9 employees.
Where is Inflection Capital Management, LLC located?
Inflection Capital Management, LLC is based in San Francisco, CA and has been SEC-registered since 2024.
Does Inflection Capital Management, LLC disclose fund performance?
Inflection Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Sansome Street, Suite 1400, San Francisco, CA 94104-4436 |
| Phone | 415-450-6556 |
| Office hours | 8a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$365.6M▲ 94%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$365.6Mregulatory AUM
Discretionary $170.1MNon-discretionary $195.5M