Data / Investment advisers / California / Incision Capital Management LP
Incision Capital Management LP, San Francisco, CA: $220 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Incision Capital Management LP is an SEC registered investment adviser with its main office in San Francisco, California and reports $220 million in regulatory assets under management in its Form ADV filed June 3, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 325593
- SEC file number
- 801-136618
- SEC status
- Approved, effective July 8, 2026
- Main office
- 505 Montgomery Street Suite 1123, San Francisco, CA 94111
- Phone
- (415) 374-0503
- Website
- incisioncapital.com
- Regulatory AUM
- $220,288,168 in the Form ADV filed June 3, 2026
- Discretionary AUM
- $220,288,168
- Accounts
- 2
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $220,288,168
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $220.3 million |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Innovius Capital Management, LLC | San Francisco | $237.9 million | 7 | adviserinfo.sec.gov |
| Montcalm TCR LLC | San Francisco | $237.5 million | 1 | adviserinfo.sec.gov |
| Camelotta Advisors | San Francisco | $234.9 million | Not listed | adviserinfo.sec.gov |
| Bingham Private Wealth, LLC | San Francisco | $232.4 million | Not listed | adviserinfo.sec.gov |
| Tenzing Global | San Francisco | $228.1 million | 1 | adviserinfo.sec.gov |
| RHS Financial, LLC | San Francisco | $219.8 million | Not listed | adviserinfo.sec.gov |
| Sentinel Global | San Francisco | $210.3 million | 1 | adviserinfo.sec.gov |
| Golden Gate Personal Financial Planning | San Francisco | $195.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Incision Capital Management LP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.