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 an SEC-registered investment manager organized as an LLC and operating since 2014. The firm functions primarily as a manager of private funds with a focus on private equity and venture capital vehicles, and presents itself as a multifaceted fund manager serving institutional clients. Its fee arrangements include asset-based fees plus performance-linked compensation and other fee components. Impresa performs portfolio management for pooled investment vehicles and for institutions or businesses, and it also engages in selecting other advisers. The firm is registered or affiliated in roles that include CPO/CTA activity and it maintains industry relationships spanning broker-dealers, other investment advisers, banking or thrift institutions, trust companies, insurance companies, pension consulting, and sponsor/GP/managing-member roles for pooled vehicles. Impresa is not identified as an active ESG investor and is not classified as a capital allocator.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

2 of 2
  • Abigail Johnson

    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

    Michael Wilens

    DirectorCRD 5653418

Unlock 5 more contacts

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

FINTRX

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