{ "crd_number": 299445, "slug": "impactive-capital-lp-new-york-ny-299445", "primary_business_name": "IMPACTIVE CAPITAL LP", "legal_name": "IMPACTIVE CAPITAL LP", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2018-12-17", "years_registered": 7, "period": "2026-10-01", "filing_date": "2026-03-26", "carried_forward": false, "raum_total": 1836295483.0, "raum_discretionary": 1836295483.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 11, "advisory_employees": 6, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1836295483.0, "count": 5 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "NY" ], "websites": [ "https://impactivecapital.com", "https://linkedin.com/company/impactive-capital" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299445", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/impactive-capital-lp-new-york-ny-299445", "display_name": "Impactive Capital LP", "summary": "Impactive Capital LP is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.", "citation": "AdvisorCensus. Impactive Capital LP (CRD 299445): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Impactive Capital LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Impactive Capital LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "How much does Impactive Capital LP charge?", "a": "Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 0.6% to 1.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Impactive Capital LP located?", "a": "Impactive Capital LP's principal office is in New York, NY, according to its Form ADV." }, { "q": "Is Impactive Capital LP registered with the SEC or a state?", "a": "Impactive Capital LP is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 299445." }, { "q": "How much does Impactive Capital LP manage?", "a": "Impactive Capital LP reports $1,836,295,483 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)." }, { "q": "How have Impactive Capital LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Impactive Capital LP: Regulatory assets under management: $873,378,930 in the October 2021 data and $1,836,295,483 in the October 2026 data, up 110%. Total employees: 9 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Impactive Capital LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5)." }, { "q": "Does Impactive Capital LP report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299445" }, { "q": "What changed in Impactive Capital LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $2,842,780,253 to $1,836,295,483 (-35%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 873378930.0, "total_employees": 9, "filing_date": "2021-03-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2504114405.0, "total_employees": 10, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3017400618.0, "total_employees": 11, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 3108857203.0, "total_employees": 11, "filing_date": "2024-05-21" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2842780253.0, "total_employees": 10, "filing_date": "2025-03-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1836295483.0, "total_employees": 11, "filing_date": "2026-03-26" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 5 to 6.", "Regulatory assets under management went from $2,842,780,253 to $1,836,295,483 (-35%)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 26, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": "0.6% to 1.75% a year", "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 0.6% to 1.75% a year (a range, as the brochure states it)" ], "quotes": [ "Impactive Capital deducts its management fees (“Management Fee”) generally from each Client quarterly in advance. Management Fee rates generally range from 0.60% - 1.75% on an annualized basis." ] } ], "values": { "tiers": [], "range_pct": [ 0.6, 1.75 ], "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "Impactive Capital deducts its management fees (“Management Fee”) generally from each Client quarterly in advance. Management Fee rates generally range from 0.60% - 1.75% on an annualized basis." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/impactive-capital-lp-new-york-ny-299445.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 5, "fewer_than_5": false, "raum": 1836295483.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299445", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }