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Inflection Capital Management, LLC

Inflection Capital Management, LLC. CRD 333157

I

CRD: 333157

Inflection Capital Management, LLC

SAN Francisco, CA, 94104
4154506556
inflectioncm.com
$365.6M Total AUM
$170.1M Disc. AUM
-- 3Y CAGR
9 Employees
24 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
09-01-2024
Office Locations
6

Office Locations

1 Sansome Street Suite 3500 SAN Francisco CA
155 Fleet Street Portsmouth NH
18 Shipyard Drive #2A Hingham MA

About Inflection Capital Management, LLC

Inflection Capital Management, LLC is a San Francisco-based RIA (est. 2024) providing discretionary portfolio management and financial planning, including insurance and business-succession planning, for retail clients. The firm emphasizes alternative strategies—primarily private funds, plus private credit, hedge funds, and real estate—alongside select ETFs and public funds. Custody includes Schwab and Fidelity/NFS.

Team overview

29 AVG AGE
$45.7M AVG AUM / ADVISOR
$15.2M AVG AUM / CLIENT
1.1 yrs AVG TENURE
9 Employees
8 Advisory Reps
6 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Pioneer Legacy focus Momentum Harbor Radial Bridge signal

Investment Themes

Wave Eagle oak

Investment Vehicles

Momentum crest Matrix eagle

Services

Bridge zenith Delta Meridian pioneer Insight north Foundation

Owner & Executives

JUSTIN MICHAEL KUNZ

JUSTIN MICHAEL KUNZ

Managing Member

CRD
#4698735
Ownership
75% or more
(441) 978-9980
meridian.capital@catalystcapital.com
in linkedin.com/in/summit-ridge
Patrick Daniel Hayes

Patrick Daniel Hayes

Chief Compliance Officer, Chief Legal Officer

CRD
#6571587
Ownership
Less than 5%
(296) 791-2132
focus.frontier@vectorcapital.com
in linkedin.com/in/pathway-peak
P

Pioneer timber

Ember ember insight

CRD
#33315
Ownership
27.8%
(807) 573-1277
eagle.meridian@bridgecapital.com
in linkedin.com/in/fusion-capital

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Contacts

M

MATTHEW SCOTT BLIND

Chief Executive Officer

CRD
#5947706
(414) 372-7922
radial.prime@frontiercapital.com
in linkedin.com/in/vital-meridian
C

Colin Daniel Fitzgibbons

--

CRD
#8209335
(939) 413-2779
ember.horizon@eaglecapital.com
in linkedin.com/in/delta-capital
A

Alpha frontier

Glacier legacy pioneer

CRD
#74315
(282) 413-1530
summit.fusion@crestcapital.com
in linkedin.com/in/catalyst-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-31-2025
04-24-2026
Category Assets AVG. Account size
Discretionary $170,099,754 $1,790,524
Non-Discretionary $195,505,493 $24,438,187
Total $365,605,247 $3,549,566

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Separately Managed Accounts

Total SMA Asset: $365,605,247

$365.6M Total SMA
Private Funds:
18.4%
Equity - Exchange:
11.0%
Municipal Bonds:
17.6%
Cash:
36.3%
Public Funds:
7.9%
U.S. Government/Agency:
8.8%
Asset class Assets Assets %
Private Funds $842,911,364 18.4%
Equity - Exchange $503,914,403 11.0%
Municipal Bonds $806,263,044 17.6%
Cash $1,662,917,529 36.3%
Public Funds $361,902,162 7.9%
U.S. Government/Agency $403,131,522 8.8%
Total $4,581,040,024 100.0%

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