Inclusive Capital Partners is a fund manager in San Francisco with $2.66 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
851004318
SEC advisor number
801-118967
FINRA CRD number
309419
AUM ?
$2.66 bn
(as of 12 May 23)
Accounts
10
(as of 12 May 23)
Employees
21
(10 investment advisory or research)
Office hours
Monday - Friday, 9 AM - 5 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Inclusive Capital Partners, L.L.C. | General Partner | 05/2020 | < 5% |
Forester De Rothschild, Lynn | Limited Partner; Managing Partner | 05/2020 | < 5% |
Hamel, George, Felix | Limited Partner; Managing Partner | 05/2020 | 10-25% |
Forester De Rothschild, Lynn | Member | 05/2020 | |
Hamel, George, Felix | Managing Member | 05/2020 | |
Ubben, Jeffrey, Williams | Limited Partner; Managing Partner; Portfolio Manager | 07/2020 | > 75% |
Siu, Chuck, Wing | Chief Financial Officer | 07/2020 | < 5% |
Sullivan, Anne, Therese | Chief Operating Officer | 07/2020 | < 5% |
Zlotnicka, Eva Tiffany | Limited Partner; Managing Partner | 07/2020 | < 5% |
Ubben, Jeffrey, Williams | Managing Member | 07/2020 | > 75% |
Zlotnicka, Eva Tiffany | Member | 07/2020 | |
Farrell, Sarah, Elizabeth | Limited Partner | 07/2020 | < 5% |
Slocum, William, Joshua | Limited Partner | 07/2020 | < 5% |
Pradel, Philippe, Baptiste-henri | Chief Compliance Officer and Legal Counsel | 01/2021 | < 5% |
Halfmann, Patrick, Timothy | Limited Partner | 06/2021 | < 5% |
Dickinson, John, Mckenzie | Limited Partner | 12/2022 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Inclusive Capital Partners, L.P. | $2.66 bn | |
In-cap Ul Holdings, LLC | $80.21 mm | Private Equity Fund |
Inclusive Capital Partners Spring Master Fund B, L.P. | $62.91 mm | Hedge Fund |
Inclusive Capital Partners Spring Master Fund II, L.P. | $2.30 bn | Hedge Fund |
Inclusive Capital Partners Spring International Fund II, L.P. | ||
Inclusive Capital Partners Spring Fund II, L.P. | ||
Inclusive Capital Partners Spring Master Fund, L.P. | $197.58 mm | Hedge Fund |
Inclusive Capital Partners Spring Fund, L.P. | ||
Inclusive Capital Partners Spring International, L.P. |
Latest filings (excl ownership)
No filings
Latest ownership filings
SC 13D/A
Strategic Education, Inc.
24 May 24
144
Strategic Education, Inc.
24 May 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
144
Strategic Education, Inc.
30 Apr 24
SC 13D/A
Strategic Education, Inc.
15 Mar 24
144
Strategic Education, Inc.
14 Mar 24
SC 13D/A
Ingevity Corp
28 Feb 24
144
Ingevity Corp
26 Feb 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
144
Enviva Inc.
29 Jan 24
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
28 Nov 23 | Inclusive Capital Partners | Common Stock | Sell | Dispose S | Yes | No | 6.5151 | 171,642 | 1.12 mm | 1,686,887 |
27 Nov 23 | Inclusive Capital Partners | Common Stock | Sell | Dispose S | Yes | No | 6.7489 | 62,358 | 420.85 k | 1,858,529 |
14 Nov 23 | Inclusive Capital Partners | Common Stock | Sell | Dispose S | Yes | No | 1.4886 | 2,250,000 | 3.35 mm | 5,348,710 |
31 Oct 23 | Inclusive Capital Partners | Common Stock | Grant | Acquire A | Yes | No | 0 | 10,152 | 0.00 | 18,375 |
31 Oct 23 | Inclusive Capital Partners | Common Stock | Grant | Acquire A | Yes | No | 0 | 9,064 | 0.00 | 21,152 |
31 Oct 23 | Inclusive Capital Partners | Common Stock | Grant | Acquire A | Yes | No | 0 | 7,452 | 0.00 | 29,066 |
2 Aug 23 | Inclusive Capital Partners | Common Stock | Grant | Acquire A | Yes | No | 0 | 2,849 | 0.00 | 8,223 |
2 Aug 23 | Inclusive Capital Partners | Common Stock | Grant | Acquire A | Yes | No | 0 | 2,544 | 0.00 | 12,088 |