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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 6
Registration SEC, Approved, 07/27/2023
Other registrations (2)
Former registrations

INCEPTIV MANAGEMENT, LP

AUM* 142,115,714
of that, discretionary 142,115,714
Private Fund GAV* 142,115,714 -7.55%
Avg Account Size 142,115,714
SMA’s No
Private Funds 1
Contact Info 424 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$142,115,714

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Brochure Summary

Overview

Inceptiv Management, LP (the “Adviser” or “Inceptiv”) is a limited partnership formed in Delaware in 2019. The Adviser is controlled by Hezy Shalev, Ulin Vijaya, Paul Vogel, Wayne Lou and David Poulten and has an office in Culver City, CA. Inceptiv Management LP began operating and reporting to the SEC as an Exempt Reporting Adviser (“ERA”) in October 1, 2020. As of July 27, 2023, the Adviser was registered with the SEC as an Investment Adviser. The Adviser continues to manage Inceptiv Platform I, LP, a Delaware limited partnership (“Platform I”), and RED 2, LP, a Delaware limited partnership (“RED 2”), both pooled investment vehicles referred to as the “Clients,” “Platforms,” or the “Funds.”. Inceptiv Carry Co, LLC serves as the general partner to Platform I and Inceptiv Carry Co 2, LLC serves as the general partner to RED 2 (collectively, the “General Partners”). The Adviser provides discretionary investment advice to its Clients. The investment objective of Funds is generally to seek to achieve superior long-term returns through (a) the acquisitions of minority revenue share, profits, equity or equity-like interests in third-party investment
managers pursuing private equity or real estate-related strategies (each, a “Sponsor” and such interests, “Sponsor Equity”), (b) the issuance of debt and debt-like instruments to the Sponsors and their affiliates (“Sponsor Debt”) and (c) investments in underlying portfolio companies, real estate assets or other assets sourced by Sponsors, which investments may be acquired directly or indirectly through acquisitions of interests in the investment funds and other investment vehicles sponsored or otherwise managed by the Sponsors or their affiliates. The Adviser’s investment decisions and advice with respect to the Clients are subject to each Client’s investment objectives and guidelines, as set for in its respective “Offering Documents” which include each Client’s Confidential Private Placement Memorandum, Limited Partnership Agreements (“LPA”), and other legal documents set in place when an investor decides to invest in the Adviser’s Funds. The Adviser does not participate in wrap fee programs. As of December 31, 2023, the Adviser had approximately $142.1M of regulatory assets under management, all of which is managed on a discretionary basis.