Impax Asset Management LLC
Firm details
- Headquarters
- Portsmouth, New Hampshire
- CRD number
- 114335
- Registered since
- March 24, 1972
- Website
- impaxam.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, CACEIS BANK
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies87.1%
- Pooled Investment Vehicles11.46%
- Other Investment Advisers1.44%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Impax Asset Management LLC is an SEC-registered investment adviser that serves institutional clients primarily through portfolio management for investment companies, pooled vehicles, and institutional entities. Organized as an LLC and registered with the SEC since 1972, the firm charges fees as a percentage of assets under management and identifies as an active ESG investor. Ownership is listed as a mix of foreign entity and individual ownership. The firm’s business activity centers on managing portfolios rather than acting as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities33%
- Investment Grade Corp Bonds27%
- US Government Bonds18%
- Sovereign Bonds14%
- Non-Investment Grade Corp Bonds5%
Owners & executives
3 of 5
Ian Simm
Founder & CEOCRD 5298088
John Boese
Chief Compliance OfficerCRD 2695568
Karen Cockburn
Chief Financial OfficerCRD 7674567
Contacts
2 of 2Edward Farrington
Registered RepresentativeCRD 2467200
Christopher Brown
CRD 1717838
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portsmouth, NH
Rockingham
Location
Portsmouth, NH
Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 30 Penhallow St
- Time zone
- ET (UTC-5)
- Office locations
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