SourcingSourcing

INCLINE GLOBAL MANAGEMENT, LLC

B50
CRD 162607·SEC 801-76692·NEW YORK, NY
AUM
$259.0M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$777K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INCLINE GLOBAL MANAGEMENT, LLC
CRD
162607
SEC file #
801-76692
EIN
800780429
DBA names
—

Economics

AUM
$259.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$661.4M → $259.0M▼ -61%
Client mix
Pooled Investment Vehicles3
Other Investment Advisers1

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
6 advisors → 3 advisors▼ -50%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
inclineglobal.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LIGNELLI, JEFFREY, LOUIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
LIGNELLI, JEFFREY, LOUIS
ZUCARO, MICHAEL, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INCLINEGLOBAL.NET
Rdap Domain Creation Date
2011-12-05T20:55:30Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Moniker Online Services LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001546951
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2012-04-18
Edgar Last Filing Date
2026-02-10
Edgar Form D Count
11
Edgar Form D Offerings
2026-02-102026-02-10 · 0001315863-26-000138
2025-02-102025-02-10 · 0001315863-25-000148

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs12
Northern Trust4
E*trade4
Morgan Stanley3
Edgar Addresses
Mailing
40 WEST 57TH STREET14TH FLOORNEW YORK, NY 10019
Business
40 WEST 57TH STREET14TH FLOORNEW YORK, NY 10019
Edgar EIN
800780429
Edgar Recent Filings
D/A2026-02-10 · 0001315863-26-000138
D/A2025-02-10 · 0001315863-25-000148
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-05T20:55:30Z
Rdap Domain Last Changed
2026-02-11T06:41:54Z
Rdap Nameservers
Ns1.accessabacus.comNs2.accessabacus.comNs3.accessabacus.comNs4.accessabacus.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2378008
Trust Company Affiliate
No

People (2)

2
LIGNELLI, JEFFREY, LOUIS
Direct Owner · 87.5%
2378008
ZUCARO, MICHAEL, JOSEPH
Executive Officer · 2.5%
6038116