IMPAX ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 1972
Total AUM
$8.9B
Discretionary
$8.9B
100% of AUM
Avg account
$331M
Accounts
27
Employees
93
Advisory reps
7

Firm details

Headquarters
PORTSMOUTH, New Hampshire
CRD number
114335
Registered since
March 24, 1972
Custodians
STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, CACEIS BANK
Fee structure
Percentage of AUM
Client types
  • Investment Companies87.1%
  • Pooled Investment Vehicles11.46%
  • Other Investment Advisers1.44%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Impax Asset Management LLC is an institutional-focused investment adviser that emphasizes portfolio management for investment companies, pooled investment vehicles and other institutional clients. The firm identifies as an active ESG investor, integrating environmental, social and governance considerations into its investment approach and product offerings. Its business model is fee-based, charging a percentage of assets under management, and it operates under a mixed ownership structure that includes foreign and individual ownership. Investment activity centers on managing discretionary mandates across pooled vehicles and separate accounts, with an emphasis on fixed-income strategies within its separately managed account (SMA) footprint, even as exchange-traded equities appear prominently in the public-facing SMA exposures. The firm does not position itself as a capital allocator, but it does allocate to third-party alternative managers for targeted exposure, particularly in real estate and REITs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 33%, Investment Grade Corp Bonds 27%, US Government Bonds 18%, Sovereign Bonds 14%, Non-Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 2%, State & Local Bonds 1%33%
  • Exchange Traded Equities33%
  • Investment Grade Corp Bonds27%
  • US Government Bonds18%
  • Sovereign Bonds14%
  • Non-Investment Grade Corp Bonds5%

Owners & executives

3 of 5
  • IAN SIMM

    Founder & CEOCRD 5298088

  • JOHN BOESE

    Chief Compliance OfficerCRD 2695568

  • Karen Cockburn

    Chief Financial OfficerCRD 7674567

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Contacts

2 of 2
  • EDWARD FARRINGTON

    Registered RepresentativeCRD 2467200

  • CHRISTOPHER BROWN

    CRD 1717838

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

PORTSMOUTH, NH

ROCKINGHAM

Location

PORTSMOUTH, NH

Headquartered in PORTSMOUTH, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ROCKINGHAM
Address
30 Penhallow St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth