Inceptiv Management, Lp
- Regulatory AUM
- $256M
- Discretionary
- $256M
- Clients
- 4
- Avg AUM / client
- $63.9M
- Accounts
- 4
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $256M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $142M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Inceptiv Platform I, Lp | Private Equity Fund | Delaware | $142M | 110 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Poulten, David, John | Trustee | Jan 2020 (7y) | Less than 5% | |
| Shalev, Hezy, Yehezkel | Manager | Jan 2020 (7y) | ≈ 0% – 2.5% via Blackbriar Holdings, Llc | |
| Vijaya, Ulindra, Nmn | Partner | Jan 2020 (7y) | ≈ 0% – 2.5% via Inceptiv Founders Llc | |
| Vogel, Paul, Richard | Partner | Jan 2020 (7y) | Less than 5% | |
| Lou, Wayne, Nmn | Partner | Jul 2022 (4y) | Less than 5% | |
| Rittenberg, Leon, Hirsch | Sole Manager | Sep 2022 (4y) | GP / trustee / elected manager of Louie Deuce Ii, Llc (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Inceptiv Holdings Llc | Limited Partner | Jan 2020 | A | 75% or more |
| Inceptiv Founders Llc | General Partner | Jan 2020 | A | Less than 5% |
| Inceptiv Founders Llc | Member | Jan 2020 | B | ≈ 56.25% – 100% via Inceptiv Holdings Llc |
| Heojje Delaware Trust | Member | Sep 2022 | B | 75% or more of Louie Deuce Ii, Llc (indirect) |
| 2011 Shalev Family Trust | Member | Jan 2020 | B | ≈ 0% – 2.5% via Blackbriar Holdings, Llc |
| Louie Deuce Ii, Llc | Member | Sep 2022 | B | 25% – 50% of Inceptiv Investors Llc (indirect) |
| Terner Vogel Trust | Member | Jan 2020 | B | ≈ 0% – 2.5% via Inceptiv Founders Llc |
| David And Andrea Poulten Family Trust | Member | Jan 2020 | B | ≈ 0% – 2.5% via Inceptiv Founders Llc |
| Blackbriar Holdings, Llc | Member | Jan 2020 | B | ≈ 0% – 2.5% via Inceptiv Founders Llc |
| Inceptiv Investors Llc | Member | Jan 2020 | B | GP / trustee / elected manager of Inceptiv Holdings Llc (indirect) |
| Bryn Mawr Trust Company Of Delaware | Trustee | Sep 2022 | B | GP / trustee / elected manager of Heojje Delaware Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Shalev, Hezy, Yehezkel: 75% – 100% of Blackbriar Holdings, Llc × 25% – 50% of Inceptiv Founders Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Vijaya, Ulindra, Nmn: 25% – 50% of Inceptiv Founders Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Inceptiv Founders Llc: 75% – 100% of Inceptiv Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- 2011 Shalev Family Trust: 75% – 100% of Blackbriar Holdings, Llc × 25% – 50% of Inceptiv Founders Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Terner Vogel Trust: 25% – 50% of Inceptiv Founders Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- David And Andrea Poulten Family Trust: 25% – 50% of Inceptiv Founders Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Blackbriar Holdings, Llc: 25% – 50% of Inceptiv Founders Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $142M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Inceptiv Platform I, Lp | Private Equity Fund | $142M | $250K | 110 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗