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 a SEC-registered institutional registered investment adviser organized as an LLC. The firm serves institutional clients through fee-based portfolio management, running strategies for investment companies, pooled vehicles and other institutional entities. Its ownership is listed as a mix of a foreign entity and an individual, and its stated business model charges a percentage-of-assets advisory fee. The firm identifies as an active ESG investor and indicates a fixed-income preference alongside its equity activity.
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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