Impresa Management LLC

RIASEC Registered
Total AUM
$13B
Discretionary
$13B
100% of AUM
Avg account
$326M
Accounts
40
Employees
74
Advisory reps
6

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 an SEC-registered investment manager (registered in 2014) organized as a limited liability company that operates as a private equity and venture capital fund manager while also describing itself as a multifaceted fund manager. The firm serves institutional clients and runs pooled investment vehicles, providing portfolio management for those vehicles and for businesses or institutions, and it selects external advisers for certain mandates. Impresa also performs commodity pool operator/commodity trading advisor activities and maintains affiliations across the financial services ecosystem, including broker-dealer, banking, trust, insurance and sponsor/GP roles. Fee arrangements combine asset-based management fees with performance-based compensation and other fee structures. The firm is not positioned primarily as a capital allocator; instead it appears to manage and sponsor its own pooled funds and related investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

    Abigail Johnson

    CEO & ChairmanCRD 4340399

  • Alyssa Albertelli

    Alyssa Albertelli

    Chief Compliance OfficerCRD 6091317

Contacts

3 of 4
  • John Remondi

    TrusteeCRD 4348172

  • Timothy Cohen

    Co-Head Of EquityCRD 6236031

  • Matthew Borden

    Matthew Borden

    Senior Vice PresidentCRD 5992216

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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