Impactive Capital LP (New York)


Impactive Capital LP is a large advisory firm based in New York. It manages $250.02 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of New York.

Impactive Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Impactive Capital: assets under management

The assets under management (AUM) of Impactive Capital LP is $250.02 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $250.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250.02 million each.
Impactive Capital has custody of $250.02 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Impactive Capital LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Impactive Capital serves?

The only and largest group of clients of Impactive Capital is pooled investment vehicles with 1 clients and $250.02 million of assets under management. Among the 4 most similar advisory firms, Impactive Capital has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $250.02 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Impactive Capital also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $250,000,000 for each fund.

Careers at Impactive Capital LP

The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Christian Alejandro Asmar Managing partner 1 Apr 2018 25% - 50% 4550946
Impactive Capital Llc General partner 1 Apr 2018 Other 82-5078832
James William Garrett Chief compliance officer/chief financial officer 1 Jul 2018 Other 3108920

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Lauren Taylor Wolfe Member 1 Apr 2018 50% - 75% 7038737

Based in New York

The principal office where Impactive Capital LP performs its advisory services is located at 152 West 57 Th Street, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-218-8810. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at impactivecapital.com and its LinkedIn profile.