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INCEPTIONR LLC

· CRD 310565 · IAPD ↗ · 650-799-2945

$786.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

38
April 2025 — INCEPTIONR LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
June 2024 — INCEPTIONR LLC crossed $500M in regulatory AUM ($359.9M -> $838.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
33
April 2024 — INCEPTIONR LLC reported RAUM down 45% ($649.1M -> $359.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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