Philip A. Ierardi

INFLECTION CAPITAL MANAGEMENT

Hingham, MA 02043

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CRD#: 2656020

Professional summary

Philip Anthony Ierardi JR., who also goes by Philip Anthony Ierardi Jr, is a registered financial advisor currently at INFLECTION CAPITAL MANAGEMENT, LLC located in Hingham, Massachusetts.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Philip has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Philip Anthony Ierardi Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) The Oglethorpe Collective, LLC ("TOC-23"): investment-related, 18 Shipyard Drive #21, Hingham, MA 02043 DBA for Inflection Capital Management, LLC, Chief Operating Officer, 05/2025- present, 120 hours per month during trading hours. 2) Eton Solutions: non-investment related, 1500 Perimeter Park Dr., Suite 150, Morrisville, NC 27560, investor, 06/2021-present, 0 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Anthony Ierardi JR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 5, 2025 - Present

INFLECTION CAPITAL MANAGEMENT, LLC

Office #1: 18 Shipyard Drive Suite 3d, Hingham, MA 02043

RIA

CRD#: 333157

Hingham, MA

Past

January 1, 2023 - November 22, 2023

JAVELIN SECURITIES, LLC

CRD#: 107473

COHASSET, MA

Past

February 2, 1998 - December 16, 2004

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BOSTON, MA

Past

September 22, 1995 - January 12, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INFLECTION CAPITAL MANAGEMENT, LLC

INFLECTION CAPITAL MANAGEMENT, LLC | THE OGLETHORPE COLLECTIVE, LLC ("TOC-23") | INFLECTION CM

CRD#: 333157 / SEC#: 801-131299

RIA

Registered Investment Advisory firm - (11/7/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/5/2025)

IAR

Massachusetts
(9/4/2025)

IAR

New Hampshire
(8/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/5/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/19/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/2/2023

General Securities Principal Examination

Current Firm

INFLECTION CAPITAL MANAGEMENT, LLC

INFLECTION CAPITAL MANAGEMENT, LLC | THE OGLETHORPE COLLECTIVE, LLC ("TOC-23") | INFLECTION CM

CRD#: 333157 / SEC#: 801-131299

RIA

Registered Investment Advisory firm - (11/7/2024 Approved)

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Contact information

Main Address

1 Sansome Street Suite 1400, San Francisco, CA 94104-4436

Mailing Address

Phone number

(415) 805-8682

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INFLECTION CAPITAL MANAGEMENT FORM ADV PART 2A (OCTOBER 2025) (10/31/2025)

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 188,452,825

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Philip A. Ierardi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Anthony Ierardi JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

JAVELIN SECURITIES, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

INFLECTION CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/5/2025

Series 63

Date: 10/19/1995

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/21/1995

Series 24

Date: 1/2/2023

Current Firm

INFLECTION CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INFLECTION CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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