IM Global Partner Fund Management LLC

RIASEC RegisteredEst. 1996
Total AUM
$4B
Discretionary
$3.4B
85% of AUM
Avg account
$265M
Accounts
15
Employees
24
Advisory reps
4

Firm details

Headquarters
El Segundo, California
CRD number
110005
Registered since
August 21, 1996
Website
lgam.com
Fee structure
Percentage of AUM, Subscription Fees
Client types
  • Investment Companies84.79%
  • Other15.21%
Services
Portfolio Management for Investment CompaniesSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

IM Global Partner Fund Management LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC since 1996. The firm serves institutional clients and acts as a capital allocator, using both percentage-of-AUM and subscription-fee structures. Ownership includes a combination of foreign-entity and individual stakeholders. Its business activities extend beyond traditional advisory work to include roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and other financial product sales activities. On the advisory side, the firm manages portfolios for investment companies, selects and allocates to third-party advisers, and publishes periodicals or newsletters. IM Global Partner indicates it is an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 62%, Exchange Traded Equities 36%, Cash & Cash Equivalents 2%62%
  • Public Funds/Mutual Funds62%
  • Exchange Traded Equities36%
  • Cash & Cash Equivalents2%

Contacts

3 of 4
  • Joseph Kelly

    Joseph Kelly

    CCO, Managing DirectorCRD 6268052

  • Philippe Couvrecelle

    Philippe Couvrecelle

    Founder and Executive ChairmanCRD 6958858

  • Justin Epstein

    Justin Epstein

    DirectorCRD 4836784

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

El Segundo, CA

Los Angeles

Location

El Segundo, CA

Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
2301 Rosecrans Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth