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
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 a limited partnership formed in 2018 that operates as a hedge fund manager serving institutional clients. The firm functions in commodity futures/managed futures roles (CPO/CTA) and provides portfolio management for pooled investment vehicles, often acting as sponsor, general partner, or managing member of its funds. Its fee schedule combines a percentage-of-assets approach with performance-based fees, and the firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • James Garrett

    James Garrett

    Chief Financial Officer & Chief Compliance OfficerCRD 3108920

Contacts

2 of 2
  • Christian Asmar

    Christian Asmar

    Founding PartnerCRD 4550946

  • Lauren Taylor Wolfe

    Lauren Taylor Wolfe

    Founding PartnerCRD 7038737

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$31M in ETFs

Passive

100%

$31M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)BlackRockPassiveSmall Blend$31M103,183100.00%

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth