INCLUSIVE CAPITAL PARTNERS, L.P.

RIASEC RegisteredEst. 2020
Total AUM
$591M
Discretionary
$591M
100% of AUM
Avg account
$65.7M
Accounts
9
Employees
4
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
309419
Registered since
June 25, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Inclusive Capital Partners, L.P. is a limited partnership that registered with the SEC in 2020 and operates as a multi-faceted fund manager combining hedge fund and private equity activity. The firm serves primarily institutional clients and performs portfolio management for pooled investment vehicles. It also operates in commodity pool/CTA capacities and acts as sponsor, general partner or managing member of pooled funds. Ownership is a mix of domestic entities and individuals. Compensation typically combines a percentage-of-assets-under-management and performance-based fees. The firm identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • CHUCK SIU

    Chief Financial OfficerCRD 5808890

  • NORMAN HANS

    Chief Compliance OfficerCRD 1799445

Contacts

2 of 2
  • JEFFREY UBBEN

    Founder & Managing PartnerCRD 1173701

  • GEORGE HAMEL

    Founder & Managing PartnerCRD 1188836

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1170A Gorgas Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth