$15.7M Total AUM
$15.7M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Element elementQuantum quantum +more
- Established Date
- 01-30-2007
- Office Locations
- 1
Office Locations
-- Fort Collins CO
About Incline Capital Management, LLC
Incline Equity Partners is a middle-market private equity firm investing long term in durable businesses with “multiple ways to win,” then working closely with management teams to drive value creation. The firm emphasizes a scaled platform and a fast, transparent, partner-oriented diligence and ownership approach—feedback highlights speed and candor throughout the process.
Team overview
-- AVG AGE
$15.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
19.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Asset Classes
Vector Ember Signal foundation
Custodian
Horizon Capital summit Crest
Investment Themes
Radial oak Momentum
Investment Vehicles
Radial beacon
Services
Summit
Technology
Alpha fusion Eagle harbor Legacy quantum
Owner & Executives
T
TRACY SHAGIN
Owner
- CRD
- #2240606
- Ownership
- 75% or more
(519) 982-8256
fusion.prime@peakcapital.com
in linkedin.com/in/legacy-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,710,447 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,710,447 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,710,447
Equity - Exchange:
29.2% Cash:
25.8% U.S. Government/Agency:
45.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,161,856,842 | 29.2% |
| Cash | $1,026,572,141 | 25.8% |
| U.S. Government/Agency | $1,790,532,805 | 45.0% |
| Total | $3,978,961,788 | 100.0% |