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| Inclusive Capital Partners LP
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|---|---|
| CRD # | 309419 |
| SEC # | 801-118967 |
| CIK # | 0001817187 |
| AUM | 591.1 M (2026-05-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 708-302-0775 |
| Address | 1170A Gorgas Avenue San Francisco, CA 94129 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Inclusive Capital Partners Spring Master Fund B LP | [2023-03-01] | 54.7 M | |
| Filed 2022-11-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | In-Cap UL Holdings LLC | [2021-08-27] | 109.6 M | 1.1 M |
| Filed 2022-08-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| HF | Inclusive Capital Partners Spring Master Fund II LP | [2021-08-27] | 1,096.5 M | 497.0 M |
| Filed 2022-04-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Commission $80,000 · Net Assets Decline to Disclose | ||||
| HF | Inclusive Capital Partners Spring Master Fund A LP | [2020-02-27] | 83.9 M | 72.0 M |
| Filed 2020-08-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Inclusive Capital Partners Spring Master Fund LP | [2018-08-17] | 582.0 M | 38.3 M |
| Filed 2020-08-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 0.6 |
| (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 | 0.6 |
| By Discretionary | ||
| Discretionary | 9 | 0.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 0.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 0.2 | |
| Total | 9 | 0.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jeffrey Ubben | Executive Officer | 36 | 4 | |
| Va Partners I LLC | Promoter | 17 | 4 | |
| G Morfit | Executive Officer | 25 | 3 | |
| Brandon Boze | Executive Officer | 16 | 3 | |
| Bradley Singer | Executive Officer | 15 | 3 | |
| Eva Zlotnicka | Executive Officer | 17 | 2 | |
| George Hamel | Executive Officer | 11 | 2 | |
| Lynn Forester de Rothschild | Executive Officer | 11 | 2 | |
| Spring GP II LP | Promoter | 6 | 2 | |
| Spring GP I LP | Promoter | 3 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001817187] | |
| 3 | [0001817187] | |
| 4 | [0001817187] | |
| SC 13D | [0001817187] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 549300OHEPC6PV25BK60 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Unifi Inc | |
| Ubben Jeffrey W | |
| Inclusive Capital Partners LP | |
| Enviva LLC | |
| Novus Capital Corp |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Unifi Inc UFI
Common Stock
|
2023-11-28 | Sell | 171,642 | $6.52 | 1,119,106 |
|
Unifi Inc UFI
Common Stock
|
2023-11-27 | Sell | 62,358 | $6.75 | 420,916 |
|
Enviva LLC EVA
Common Stock
|
2023-11-14 | Sell | 2,250,000 | $1.49 | 3,352,500 |
|
Enviva LLC EVA
Common Stock
|
2023-10-31 | Grant | 10,152 | $0.00 | |
|
Unifi Inc UFI
Common Stock
|
2023-10-31 | Grant | 7,452 | $0.00 | |
|
Enviva LLC EVA
Common Stock
|
2023-10-31 | Grant | 9,064 | $0.00 | |
|
Enviva LLC EVA
Common Stock
|
2023-08-02 | Grant | 2,544 | $0.00 | |
|
Enviva LLC EVA
Common Stock
|
2023-08-02 | Grant | 2,849 | $0.00 | |
|
Enviva LLC EVA
Restricted Stock Units · derivative
|
2022-02-01 | Grant | 2,081 | $0.00 | |
|
Enviva LLC EVA
Common Stock
|
2022-01-27 | Option exercise | 2,379 | $0.00 | |
|
Enviva LLC EVA
Restricted Stock Units · derivative
|
2022-01-27 | Option exercise | 2,379 | $0.00 | |
|
Enviva LLC EVA
Phantom Units · derivative
|
2021-08-05 | Option exercise | 2,875 | $0.00 | |
|
Enviva LLC EVA
Common Units
|
2021-08-05 | Option exercise | 2,875 | $0.00 | |
|
Novus Capital Corp APPH
"Common Stock, par value $0.0001 per share (""Common Stock"")"
|
2021-06-10 | Sell | 3,000,000 | $16.50 | 49,500,000 |
|
Enviva LLC EVA
Common Units
|
2021-06-08 | Buy | 879,120 | $45.50 | 39,999,960 |
|
Novus Capital Corp APPH
"Common Stock, par value $0.0001 per share (""Common Stock"")"
|
2021-04-12 | Grant | 3,373 | $0.00 | |
|
Novus Capital Corp APPH
Common Stock
|
2021-01-29 | Grant | 2,000,000 | $10.00 | 20,000,000 |
|
Novus Capital Corp APPH
Common Stock
|
2021-01-29 | Grant | 3,242,336 | ||
|
Novus Capital Corp APPH
"Common Stock, par value $0.0001 per share (""Common Stock"")"
|
2021-01-29 | Grant | 6,556,368 | ||
|
Enviva LLC EVA
Phantom Units · derivative
|
2021-01-27 | Grant | 2,379 | $0.00 | |
| showing 20 of 21 most recent transactions | |||||
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