INCLINE EQUITY PARTNERS
INCLINE MANAGEMENT, L.P. Legal Name
Adviser information for INCLINE EQUITY PARTNERS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 80 |
|---|---|
| Investment Advisory/Research | 60 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 26 | $5.5B |
| Non-Discretionary | 0 | $0 |
| Total | 26 | $5.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 26 | $5.5B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-72683 |
|---|---|
| SEC ERA File Number | 801-72683 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158858 |
| Legal Entity Identifier | None |
Principal Office
625 LIBERTY AVENUEEQT PLAZA - SUITE 2300
PITTSBURGH
PA
United States
Monday - Friday, 9:00 AM - 5:30 PM
Tel: 412-315-7800, Fax: None
Chief Compliance Officer
DEANNA BARRY
PARTNER, CHIEF FINANCIAL OFFICER
625 LIBERTY AVENUE
EQT PLAZA - SUITE 2300
PITTSBURGH
PA
United States
Tel:
412-315-7788
D***********@****************M
(Full email address available in API data)
Regulatory Contact
JASON O'TOOLE
SENIOR CONTROLLER
625 LIBERTY AVENUE
EQT PLAZA - SUITE 2300
PITTSBURGH
PA
United States
Tel:
412-315-7796
J***********@****************M
(Full email address available in API data)
Industry Affiliates
| A-CO-INVEST GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INCLINE ASCENT GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| INCLINE ELEVATE GP II, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| INCLINE ELEVATE GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| INCLINE GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INCLINE GP IV, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| INCLINE GP V, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| INCLINE GP VI, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| INCLINE MANAGEMENT UGP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INCLINE V GME CO-INVEST GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INCLINE V RKD CO-INVEST GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| V-CO-INVEST GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| A-CO-INVEST I, L.P. | Private Equity Fund | $7.2M | $0.8M | 4 |
| IEP ASCENT EXECUTIVE FUND, L.P. | Private Equity Fund | $6.7M | $0.0M | 43 |
| IEP ELEVATE II EXECUTIVE FUND, L.P. | Private Equity Fund | $3.2M | $0.0M | 33 |
| IEP V EXECUTIVE FUND, L.P. | Private Equity Fund | $2.7M | $0.0M | 33 |
| IEP VI EXECUTIVE FUND, L.P. | Private Equity Fund | $2.6M | $0.0M | 19 |
| INCLINE ASCENT FUND A, L.P. | Private Equity Fund | $60.0M | $5.0M | 15 |
| INCLINE ASCENT FUND, L.P. | Private Equity Fund | $280.7M | $5.0M | 51 |
| INCLINE ELEVATE FUND A, L.P. | Private Equity Fund | $54.8M | $5.0M | 5 |
| INCLINE ELEVATE FUND II-A, L.P. | Private Equity Fund | $118.1M | $5.0M | 20 |
| INCLINE ELEVATE FUND II, L.P. | Private Equity Fund | $482.8M | $5.0M | 57 |
| INCLINE ELEVATE FUND, L.P. | Private Equity Fund | $350.0M | $5.0M | 20 |
| INCLINE EQUITY PARTNERS III (PSERS), L.P. | Private Equity Fund | $12.5M | $5.0M | 2 |
| INCLINE EQUITY PARTNERS III, L.P. | Private Equity Fund | $44.0M | $5.0M | 42 |
| INCLINE EQUITY PARTNERS IV AIV, LP | Private Equity Fund | $237.7M | $5.0M | 58 |
| INCLINE EQUITY PARTNERS IV, L.P. | Private Equity Fund | $191.9M | $5.0M | 69 |
| INCLINE EQUITY PARTNERS V-A, L.P. | Private Equity Fund | $453.3M | $5.0M | 46 |
| INCLINE EQUITY PARTNERS V, L.P. | Private Equity Fund | $807.0M | $5.0M | 75 |
| INCLINE EQUITY PARTNERS VI-A, L.P. | Private Equity Fund | $717.1M | $5.0M | 52 |
| INCLINE EQUITY PARTNERS VI, L.P. | Private Equity Fund | $1,198.9M | $5.0M | 77 |
| SPI BLOCKER HOLDINGS, LLC | Private Equity Fund | $210.7M | $0.0M | 4 |
| V-A-CO-INVEST I, L.P. | Private Equity Fund | $44.7M | $1.5M | 5 |
| V-CO-INVEST I, L.P. | Private Equity Fund | $221.4M | $0.8M | 25 |
| V-CO-INVEST II, L.P. | Private Equity Fund | $67.2M | $0.1M | 13 |
| V-CO-INVEST III, L.P. | Private Equity Fund | $25.1M | $1.3M | 8 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GLOVER, JOHN, CARL | Individual | – | MANAGING PARTNER | 04/2011 | < 5% |
| BARRY, DEANNA, BETH | Individual | – | PARTNER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | 04/2012 | < 5% |
| RUBINOV, LEON, MICHAEL | Individual | – | SENIOR PARTNER | 09/2018 | < 5% |
| INCLINE MANAGEMENT UGP, LLC | Domestic Entity | – | GENERAL PARTNER | 07/2018 | < 5% |
| GLOVER, JOHN, CARL | Individual | INCLINE MANAGEMENT UGP, LLC | MANAGER | 07/2018 | 50-75% |
| RUBINOV, LEON, MICHAEL | Individual | INCLINE MANAGEMENT UGP, LLC | MANAGER | 07/2018 | |
| GLOVER, JOHN, CARL | Individual | INCLINE PARTNERS FEEDER, L.P. | LIMITED PARTNER | 04/2021 | 50-75% |
| INCLINE PARTNERS FEEDER, L.P. | Domestic Entity | – | LIMITED PARTNER | 04/2021 | > 75% |
| PETERSHILL IV OFFSHORE SCSP | Foreign Entity | INDIGO OFFSHORE IM HOLDINGS (PH IV) CORP | SHAREHOLDER | 04/2021 | > 75% |
| INDIGO OFFSHORE IM AGGREGATOR (PH IV) LP | Domestic Entity | – | LIMITED PARTNER | 04/2021 | 5-10% |
| INCLINE MANAGEMENT UGP, LLC | Domestic Entity | INCLINE PARTNERS FEEDER, L.P. | GENERAL PARTNER | 04/2021 | |
| INDIGO OFFSHORE IM HOLDINGS (PH IV) CORP | Domestic Entity | INDIGO OFFSHORE IM AGGREGATOR (PH IV) LP | LIMITED PARTNER | 04/2021 | > 75% |
| PH IV OFFSHORE ADVISORS S.A.R.L. | Foreign Entity | INDIGO OFFSHORE IM AGGREGATOR (PH IV) LP | GENERAL PARTNER | 04/2021 | |
| GALLOWAY, ANDREW, DANIEL JAMES | Individual | PH IV OFFSHORE ADVISORS S.A.R.L. | MANAGER | 04/2021 | |
| JONES, WILLIAM, ANTHONY | Individual | PH IV OFFSHORE ADVISORS S.A.R.L. | MANAGER | 04/2021 | |
| RAUSCH, GUNTER | Individual | PH IV OFFSHORE ADVISORS S.A.R.L. | MANAGER | 04/2021 | |
| ACCESS TRUST | Domestic Entity | PH IV OFFSHORE ADVISORS S.A.R.L. | SHAREHOLDER | 04/2021 | > 75% |
| SANNE TRUSTEES (CAYMAN) LIMITED | Foreign Entity | ACCESS TRUST | TRUSTEE | 04/2021 | |
| GALLOWAY, ANDREW, DANIEL JAMES | Individual | SANNE TRUSTEES (CAYMAN) LIMITED | BOARD MEMBER | 04/2021 | |
| JONES, WILLIAM, ANTHONY | Individual | SANNE TRUSTEES (CAYMAN) LIMITED | BOARD MEMBER | 04/2021 | |
| RAUSCH, GUNTER | Individual | SANNE TRUSTEES (CAYMAN) LIMITED | BOARD MEMBER | 04/2021 |