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INCLINE EQUITY PARTNERS

PITTSBURGH, PA · CRD 158858 · IAPD ↗ · 412-315-7800

$5.96BRegulatory AUM
68Advisory reps
93Employees
0Clients
n/aPlanning clients
32Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

62
April 2025 — INCLINE EQUITY PARTNERS grew from 60 to 67 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
69
April 2024 — INCLINE EQUITY PARTNERS grew from 46 to 60 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.