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Current Employers
Incline Investment Advisors, Llc

920 Incline Way Suite 2D, Incline Village, NV 89451-7429 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
NV RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2020-02-07
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NV RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2020-02-07

Branch Locations

920 Incline Way Suite 2D, Incline Village, NV 89451-7429 • United States

Incline Investment Management, Llc

920 Incline Way Suite 2D, Incline Village, NV 89451-7429 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APP_PEND_IARCE 2026-01-01
  • NV RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

920 Incline Way Suite 2D, Incline Village, NV 89451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Portsmouth Financial San Francisco CA 08/2012 08/2017
Incline Investment Mgmnt Incline Village NV 09/2012 Present
Incline Investment Advisors, Llc Incline Village NV 11/2016 Present
Newarc Investments, Inc Incline Village NV 05/2021 Present
  • 08/2012 → 08/2017
    Portsmouth Financial
    San Francisco, CA
  • 09/2012 → Present
    Incline Investment Mgmnt
    Incline Village, NV
  • 11/2016 → Present
    Incline Village, NV
  • 05/2021 → Present
    Newarc Investments, Inc
    Incline Village, NV
Previous Registrations
  • 2021-05-12 → 2021-11-01
    Newarc Investments, Inc.
    Incline Village, NV
  • 2012-09-04 → 2017-08-28
    Portsmouth Financial Services
    San Rafael, CA
    San Francisco, CA
  • 2006-03-06 → 2012-12-02
    Everett Capital Management, Llc
    Sausalito, CA
    Sausalito, CA
  • 2012-05-17 → 2012-09-06
    Bradley & Company Private Wealth Management Llc
    Jackson, WY
  • 2003-10-21 → 2006-03-23
    San Francisco, CA
    San Francisco, CA
Other Businesses

INCLINE INVESTMENT MANAGEMENT, HEDGE FUND. 798 TYNER WAY, INCLINE VILLAGE, NV 89451. TITLE: CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER. STARTED SEPT 1, 2012. APPROX. 24 HOURS PER MONTH, NO TIME SPENT DURING MARKET HOURS. RUN PROGRAM THAT GENERATES ORDERS OFF OF THE END OF DAY MARKET DATA. PLACE ORDERS THE NIGHT BEFORE THE NEXT TRADING DAY. NEWARC INVESTMENTS, INC. 4300 COMMERCE CT., SUITE 300-8, LISLE, IL 60532.TITLE:CHIEF INVESTMENT OFFICER. STARTED JUNE 1, 2019. BECAME REGISTERED AS AN IAR IN 05/2021, APPROX 20 HOURS A WEEK, ABOUT 5 HOURS DURING MARKET HOURS. INCLINE INVESTMENT ADVISORS, LLC; RIA, START DATE: 11/2016; INCLINE VILLAGE, NV; APPROX 80 HOURS PER MONTH, INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-16
S63 Uniform Securities Agent State Law Examination 1999-02-02
  • S65 Uniform Investment Adviser Law Examination
    1999-12-16
  • S63 Uniform Securities Agent State Law Examination
    1999-02-02

View on SEC IAPD

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