IMPACTIVE CAPITAL LP

RIASEC RegisteredEst. 2018

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$367M

Accounts

5

Employees

11

Advisory reps

3

Firm details

Headquarters: New York, New York
CRD number: 299445
Registered since: December 17, 2018
Website: www.impactivecapital.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Impactive Capital LP is structured as a limited partnership and operates as a hedge fund manager and commodity pool operator/commodity trading advisor. The firm registers with the SEC (initial registration 2018) and serves an institutional client base. Its advisory work centers on portfolio management for pooled investment vehicles, and it acts as sponsor/GP/managing member for such vehicles. Fee arrangements include asset-based fees plus performance fees. The firm identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

JAMES GARRETT
Chief Financial Officer & Chief Compliance OfficerCRD 3108920

Contacts

2 of 2

CHRISTIAN ASMAR
Founding PartnerCRD 4550946
LAUREN TAYLOR WOLFE
Founding PartnerCRD 7038737

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$62.6M in ETFs

Passive

100%

$62.6M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)	BlackRock	Passive	Small Blend	$62.6M	252,486	100.00%

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: NEW YORK
Address: 450 W 14th St
Time zone: ET (UTC-5)
Office locations

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