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INCISION CAPITAL MANAGEMENT LP

SAN FRANCISCO, CA · CRD 325593 · IAPD ↗ · incisioncapital.com · 415-374-0503

$220.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2026 — INCISION CAPITAL MANAGEMENT LP (SAN FRANCISCO, CA) is newly SEC-registered with $220.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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