Impax Asset Management, Ltd.

RIASEC RegisteredEst. 2008
Total AUM
$25.8B
Discretionary
$24.4B
95% of AUM
Avg account
$37.7M
Accounts
686
Employees
165
Advisory reps
4

Firm details

Headquarters
London,
CRD number
143247
Registered since
January 7, 2008
Custodians
BNP PARIBAS SECURITIES CORP., HSBC, THE BANK OF NEW YORK MELLON, CITI PRIVATE BANK, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles69.74%
  • Investment Companies8.69%
  • Other Investment Advisers6.07%
  • State / Municipal Government5.67%
  • Other5.4%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Impax Asset Management, Ltd. operates as an institutional registered investment adviser, originally registered with the SEC in 2008. Its client mix spans individual and family clients as well as institutional investors. The firm charges percentage-of-AUM fees and also uses performance-based fee arrangements. Impax identifies as an active ESG investor and provides portfolio management for individuals, pooled vehicles, investment companies and other institutions. The ownership structure is noted as a combination of a foreign entity and individual ownership; the firm is not designated as a multi-state adviser and does not list itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 3%, Non-Investment Grade Corp Bonds 1%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents3%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

3 of 4
  • Ian Simm

    Ian Simm

    Founder & CEOCRD 5298088

  • Karen Cockburn

    Karen Cockburn

    Chief Financial OfficerCRD 7674567

  • Darren Johnson

    Group Chief Operating OfficerCRD 8203575

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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

London, null

Location

London, null

Headquartered in London, null.

Address
7th Floor
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth