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⚲
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| Impactive Capital LP
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| |
|---|---|
| CRD # | 299445 |
| SEC # | 801-114446 |
| CIK # | 0001786767, 0001786731 |
| AUM | $3.1 BB (2024-05-21) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 212-218-8810 |
| Address | 450 West 14 Street New York, NY 10014 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| ABG | 3.9 | 0.5 | |
| SLM | 4.3 | 0.4 | |
| WEX | 7.1 | 0.4 | |
| ENV | 3.0 | 0.3 | |
| CNXC | 7.3 | 0.2 | |
| CLVT | 9.4 | 0.2 | |
| VAC | 5.0 | 0.2 | |
| CCK | 11.6 | 0.2 | |
| WD | 3.2 | 0.1 | |
| ETSY | 9.4 | 0.0 |
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Impactive Balentine Fund LP | 2023-11-22 | 30.7 | |
| HF | Impactive Sierra Strategic Opportunities Fund LP | 2023-11-22 | 25.2 | |
| HF | Impactive Bangor Fund LP | 2022-03-30 | 42.5 | |
| HF | Impactive Champlain Fund LP | 2022-03-30 | 203.7 | |
| HF | Impactive Zephyr Fund LP | 2022-03-30 | 316.6 | |
| HF | Impactive Capital Master Fund LP | [2020-03-27] | 1,387.4 | 2,137.9 |
| HF | Impactive Sierra Fund LP | 2019-03-25 | 352.3 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 3.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 3.1 |
| By Discretionary | ||
| Discretionary | 9 | 3.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 2.5 | |
| Total | 9 | 3.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| James Garrett | 7 | ||
| Impactive Capital LP | 4 | ||
| Impactive Capital GP LLC | 3 | ||
| Lauren Taylor Wolfe | 2 | ||
| Christian Asmar | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 3 | [0001786731] | |
| 4 | [0001786731] | |
| 13F-HR | [0001786767] | |
| 3 | [0001786767] | |
| 4 | [0001786767] | |
| SC 13D | [0001786767] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Wolfe Lauren Taylor | |
| Impactive Capital LLC | |
| Impactive Capital LP | |
| Asmar Christian | |
| Asbury Automotive Group Inc | |
| Envestnet Inc | |
| Impactive Capital GP LLC | |
| Avid Technology Inc |
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