IMPRESA MANAGEMENT LLC

RIASEC RegisteredEst. 2014
Total AUM
$13B
Discretionary
$13B
100% of AUM
Avg account
$326M
Accounts
40
Employees
74
Advisory reps
10

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
168741
Registered since
February 28, 2014
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Impresa Management LLC is a manager that operates private equity and venture capital funds and also provides portfolio management for pooled vehicles and institutional clients. Registered with the SEC in 2014, the firm functions as a limited liability company and describes itself as a multifaceted fund manager that does not act as a capital allocator. Its client base is institutional, and its fee model includes percentage-of-AUM charges, performance-based fees and other fee arrangements. Impresa performs portfolio management for pooled investment vehicles and for businesses or institutions, and it also selects third‑party advisers. The firm is registered to act as a CPO/CTA and reports affiliations spanning broker-dealer, trust, banking or insurance entities and roles such as sponsor or GP of pooled vehicles. Impresa does not self-identify as an active ESG investor.

Assets & Accounts

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

Owners & executives

2 of 2
  • ABIGAIL JOHNSON

    CEO & ChairmanCRD 4340399

  • DAVID GUY

    Chief Compliance OfficerCRD 7090948

Contacts

3 of 8
  • MATTHEW WICK

    Vice PresidentCRD 4311694

  • SUZANNE STREETER

    Presiden, DirectorCRD 4606209

  • MICHAEL WILENS

    DirectorCRD 5653418

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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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, 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
SUFFOLK
Address
255 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth