Unclaimed Profile

Hezy Yehezkel Shalev

INCEPTIV MANAGEMENT, LP·CULVER CITY, California

SIE, Series 22, Series 65Clean record17 years registeredINCEPTIV MANAGEMENT, LP

3975 LANDMARK STREET, CULVER CITY, CA 90232CRD# 5658898Firm CRD# 310133

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Hezy Yehezkel Shalev · CULVER CITY, CA

Registration

CRD #5658898 · INCEPTIV MANAGEMENT, LP · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INCEPTIV MANAGEMENT, LP

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Jan 2013 – May 2019

SAN FRANCISCO, CA

LUMINOUS CAPITAL, LLC

Jun 2009 – Feb 2013

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 22

Series 65

Registration record

First registered · June 9, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INCEPTIV MANAGEMENT, LP

CRD 310133 · SEC 801-128422

AUM

$142M

Regulatory assets under management

Employees

1 client accounts

Services offered by INCEPTIV MANAGEMENT, LP

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at INCEPTIV MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Hezy Yehezkel Shalev offer?

Hezy Yehezkel Shalev specializes in Retirement Planning.

What are Hezy Yehezkel Shalev's credentials?

Hezy Yehezkel Shalev is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Hezy Yehezkel Shalev located?

Hezy Yehezkel Shalev is based in CULVER CITY, California, last registered with INCEPTIV MANAGEMENT, LP.

How does Hezy Yehezkel Shalev charge for services?

Hezy Yehezkel Shalev's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INCEPTIV MANAGEMENT, LP?

INCEPTIV MANAGEMENT, LP has approximately 7 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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