IMPAX ASSET MANAGEMENT LLC
Firm details
- Headquarters
- PORTSMOUTH, New Hampshire
- CRD number
- 114335
- Registered since
- March 24, 1972
- Website
- impaxam.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities33%
- Investment Grade Corp Bonds27%
- US Government Bonds18%
- Sovereign Bonds14%
- Non-Investment Grade Corp Bonds5%
Owners & executives
3 of 5IAN SIMM
Founder & CEOCRD 5298088
JOHN BOESE
Chief Compliance OfficerCRD 2695568
Karen Cockburn
Chief Financial OfficerCRD 7674567
Contacts
2 of 2EDWARD FARRINGTON
Registered RepresentativeCRD 2467200
CHRISTOPHER BROWN
CRD 1717838
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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