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| Inclusive Capital Partners LP
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| |
|---|---|
| CRD # | 309419 |
| SEC # | 801-118967 |
| CIK # | 0001817187 |
| AUM | $1.7 BB (2024-03-29) |
| Employees | 21 (48% Investors, 0% Brokers) |
| Phone | 415-625-8957 |
| Address | 1170 Gorgas Avenue San Francisco, CA 94129 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| STRA | 1,759.9 | 107.9 | |
| NGVT | 2,469.2 | 50.3 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Inclusive Capital Partners Spring Master Fund B LP | [2023-03-01] | 0.0 | 62.9 |
| PE | In-Cap UL Holdings LLC | [2021-08-27] | 109.6 | 80.2 |
| HF | Inclusive Capital Partners Spring Master Fund II LP | [2021-08-27] | 1,259.2 | 2,304.8 |
| HF | Inclusive Capital Partners Spring Master Fund A LP | [2020-02-27] | 83.9 | 72.0 |
| HF | Inclusive Capital Partners Spring Master Fund LP | [2018-08-17] | 312.1 | 197.6 |
| AUM Breakdown | Accounts | AUM ($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 | 1 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 2.7 |
| (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 | 1 | 0.0 |
| Total | 10 | 2.7 |
| By Discretionary | ||
| Discretionary | 10 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 1.3 | |
| Total | 10 | 2.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Jeffrey Ubben | 34 | |||
| G Morfit | 19 | |||
| Brandon Boze | 16 | |||
| VA Partners I LLC | 16 | |||
| Bradley Singer | 15 | |||
| Eva Zlotnicka | 17 | |||
| George Hamel | 11 | |||
| Lynn Forester de Rothschild | 11 | |||
| Spring GP II LP | 6 | |||
| Spring GP I LP | 3 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001817187] | |
| 3 | [0001817187] | |
| 4 | [0001817187] | |
| SC 13D | [0001817187] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Inclusive Capital Partners LP | |
| Unifi Inc | |
| Ubben Jeffrey W | |
| Enviva Inc. | |
| AppHarvest, Inc. |
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