Incline Equity Partners
Pittsburgh, PA·SEC-registered · CRD #158858
Incline Equity Partners is an SEC-registered investment advisory firm in Pittsburgh, PA managing $6.0B across 32 client accounts, with 68 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.0B
Client accounts
32
Advisory staff
68
Fee model
Fee-only
How Incline Equity Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Incline Equity Partners
How much does Incline Equity Partners manage?
Per its most recent SEC Form ADV filing (04/27/2026), Incline Equity Partners reports $6.0B in regulatory assets under management across roughly 32 client accounts.
How does Incline Equity Partners charge?
Incline Equity Partners is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Incline Equity Partners a fiduciary?
Yes. Incline Equity Partners is registered with the U.S. Securities and Exchange Commission (CRD #158858), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Incline Equity Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Incline Equity Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Incline Equity Partners's public SEC Form ADV filing (CRD #158858, filed 04/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Incline Equity Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Incline Equity Partners? Claim this profile.