Matthew S. Blind

INFLECTION CAPITAL MANAGEMENT

Hingham, MA 02043

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CRD#: 5947706

Professional summary

Matthew Scott Blind, CFA is a registered financial advisor currently at INFLECTION CAPITAL MANAGEMENT, LLC located in Hingham, Massachusetts.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 #2a, Hingham, MA 02043 DBA for Inflection Capital Management, LLC, CEO, 04/2025- present, 120 hours/month during trading hours. 2) Bramalea Partners, LLC: Investment-related; 30 Quarry Rd, Medfield, MA 02052, Owner and member of advisory board, 02-2021-present, 3 hours/month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Scott Blind'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®

CFA

Chartered Financial Analyst

Experience

Current

May 23, 2025 - Present

INFLECTION CAPITAL MANAGEMENT, LLC

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

RIA

CRD#: 333157

Hingham, MA

Past

March 17, 2018 - April 21, 2021

TORTOISEECOFIN INVESTMENTS PARTNERS, LLC

RIA

CRD#: 285213

Scituate, MA

Past

March 1, 2018 - April 21, 2021

TORTOISEECOFIN SECURITIES, LLC

CRD#: 285411

OVERLAND PARK, KS

Past

April 9, 2012 - February 15, 2018

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
(5/23/2025)

IAR

Massachusetts
(9/24/2025)

IAR

New Hampshire
(5/23/2025)

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

Series 63

Date: 6/20/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/6/2012

General Securities Representative 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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Matthew S. Blind

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Scott Blind's CRS (Customer Relationship Summary).

Certified licenses

Experience

INFLECTION CAPITAL MANAGEMENT, LLC

TORTOISEECOFIN INVESTMENTS PARTNERS, LLC

TORTOISEECOFIN SECURITIES, LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

INFLECTION CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/20/2012

SIE

Date: 10/1/2018

Series 7

Date: 4/6/2012

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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