Investment adviser · CRD 158858

INCLINE EQUITY PARTNERS

Investment adviser filing (IA)

INCLINE MANAGEMENT, L.P.

PITTSBURGH, PA, United States · Form ADV filed Apr 27, 2026

Regulatory AUM
$5.96B
Form ADV · Item 5.F
Client accounts
32
Accounts, not individual clients
Employees
93
Reported in this filing
Advisory professionals
68
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles32$5,957,649,024100.0%
Filing source

Form ADV 2098785 · Apr 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

38 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

INCLINE PRECISION FUND, L.P.Private Equity Fund · Last reported Apr 27, 2026$303MGross asset value

Form D fundraising filings

Incline Precision Fund, L.P.

Fund administrator DYNAMO WATERTOWN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Marketer ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RSM US LLP
PCAOB 49

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

ROBERT W. BAIRD & CO. INCORPORATED
CRD 8158 · SEC 801-7571

Fund details & source
Fund ID
805-8941505107
Reported beneficial owners
60
Minimum commitment
$75K
Form D file number
021-561172

Form ADV 2098785 · Apr 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INCLINE ASCENT FUND, L.P.Private Equity Fund · Last reported Apr 27, 2026$238MGross asset value

Form D fundraising filings

INCLINE ASCENT FUND, L.P.

Fund administrator DYNAMO WATERTOWN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-3397176724
Reported beneficial owners
51
Minimum commitment
$5M
Form D file number
021-418094

Form ADV 2098785 · Apr 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

V-CO-INVEST I, L.P.Private Equity Fund · Last reported Apr 27, 2026$210MGross asset value

Form D fundraising filings

INCLINE V RKD CO-INVEST, L.P.

Fund administrator DYNAMO WATERTOWN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-5473934091
Reported beneficial owners
25
Minimum commitment
$750K
Form D file number
021-455890

Form ADV 2098785 · Apr 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INCLINE EQUITY PARTNERS IV AIV, LPPrivate Equity Fund · Last reported Apr 27, 2026$165MGross asset value
Fund administrator DYNAMO WATERTOWN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-2259689006
Reported beneficial owners
58
Minimum commitment
$5M

Form ADV 2098785 · Apr 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INCLINE ASCENT FUND II-A, L.P.Private Equity Fund · Last reported Apr 27, 2026$140MGross asset value

Form D fundraising filings

INCLINE ASCENT FUND II-A, L.P.

Fund administrator DYNAMO WATERTOWN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-8438664249
Reported beneficial owners
21
Minimum commitment
$5M
Form D file number
021-532383

Form ADV 2098785 · Apr 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INCLINE ELEVATE FUND II-A, L.P.Private Equity Fund · Last reported Apr 27, 2026$114MGross asset value

Form D fundraising filings

INCLINE ELEVATE FUND II-A, L.P.

Fund administrator DYNAMO WATERTOWN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-7241632151
Reported beneficial owners
20
Minimum commitment
$5M
Form D file number
021-418097

Form ADV 2098785 · Apr 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INCLINE EQUITY PARTNERS IV, L.P.Private Equity Fund · Last reported Apr 27, 2026$87.9MGross asset value

Form D fundraising filings

INCLINE EQUITY PARTNERS IV, L.P.

Fund administrator DYNAMO WATERTOWN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-2667025628
Reported beneficial owners
69
Minimum commitment
$5M
Form D file number
021-276427

Form ADV 2098785 · Apr 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 27, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

625 LIBERTY AVENUE, EQT PLAZA - SUITE 2300
PITTSBURGH, PA, 15222, United States

CRD 158858

Filing source

Form ADV 2098785 · Apr 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.