Impax Asset Management

RIASEC RegisteredEst. 2014
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$501M
Accounts
4
Employees
165
Advisory reps
5

Firm details

Headquarters
London,
CRD number
171783
Registered since
June 27, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Impax Asset Management operates as a private-equity-focused investment firm that primarily serves institutional clients. The adviser, SEC-registered since 2014, identifies as an owner structure involving foreign and individual ownership and charges both AUM-based and performance fees. Its stated advisory activity centers on portfolio management for pooled investment vehicles; the firm also appears to act in sponsor/GP and managing-member roles for pooled vehicles. Impax reports itself as an active ESG investor, indicating environmental, social, and governance criteria are part of its investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

3 of 4
  • John Boese

    John Boese

    Chief Compliance OfficerCRD 2695568

  • Ian Simm

    Ian Simm

    Founder & CEOCRD 5298088

  • Karen Cockburn

    Karen Cockburn

    Chief Financial OfficerCRD 7674567

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Contacts

1 of 1
  • Daniel Von Preyss

    Daniel Von Preyss

    Head of Private EquityCRD 7244899

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$363K in ETFs

Passive

100%

$363K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$363K981100.00%

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
7th Floor
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth