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INFLECTION CAPITAL MANAGEMENT, LLC

C28
CRD 333157·SEC 801-131299·SAN FRANCISCO, CA
AUM
$365.6M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INFLECTION CAPITAL MANAGEMENT, LLC
CRD
333157
SEC file #
801-131299
EIN
—
DBA names
—

Economics

AUM
$365.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$188.5M → $365.6M▲ +94%
Client mix
Individuals High Net Worth17

Operations

Employees (total)
9
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
5 advisors → 8 advisors▲ +60%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/24/2026
ADV-W filed at
—
Website
linkedin.com/in/justinkunz1(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KUNZ, JUSTIN, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
KUNZ, JUSTIN, MICHAEL
Hayes, Patrick, Daniel
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
fallback_guess:inflection.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4698735
Trust Company Affiliate
No

People (8)

8
KUNZ, JUSTIN, MICHAEL
IAR · Direct Owner · 87.5%
4698735
IERARDI, PHILIP, ANTHONY
IAR · Executive Officer · 2.5%
2656020
Hayes, Patrick, Daniel
Executive Officer · 2.5%
6571587
MATTHEW SCOTT BLIND
IAR
5947706
JAMES PATRICK MACHINCHICK
IAR
5624699
Colin Daniel Fitzgibbons
IAR
8209335
HUNTER WILLIAM STEADLEY
IAR
6088698
Samuel Gordon Stanton
IAR
6887399