Impactive Capital Lp
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 5
- Avg AUM / client
- $367M
- Accounts
- 5
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Investments (13F portfolio — 10 positions, $1,379,051,975)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Marriott Vacations Worldwide | COM | $268,944,558 | 4,129,984 | 19.5% | 14.6% |
| 2 | Wex Inc | COM | $261,277,999 | 1,707,253 | 18.9% | 14.2% |
| 3 | Asbury Automotive Group Inc | COM | $209,613,180 | 1,072,684 | 15.2% | 11.4% |
| 4 | Slm Corp | COM | $167,481,095 | 7,822,564 | 12.1% | 9.12% |
| 5 | Advanced Drain Sys Inc Del | COM | $117,450,748 | 856,492 | 8.52% | 6.4% |
| 6 | Stride Inc | COM | $98,165,568 | 1,113,367 | 7.12% | 5.35% |
| 7 | Gitlab Inc | CLASS A COM | $84,720,513 | 3,914,996 | 6.14% | 4.61% |
| 8 | Ishares Tr | RUSSELL 2000 ETF | $62,616,528 | 252,486 | 4.54% | 3.41% |
| 9 | Maplebear Inc | COM | $58,925,030 | 1,573,012 | 4.27% | 3.21% |
| 10 | Icon Plc | SHS | $49,856,756 | 450,540 | 3.62% | 2.72% |
Top 25 of 10 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $1.8B | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $3.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Impactive Capital Master Fund Lp master | Hedge Fund | Cayman Islands | $2.1B | 249 |
| Impactive Sierra Fund Lp | Hedge Fund | Delaware | $352M | 2 |
| Impactive Zephyr Fund Lp | Hedge Fund | Delaware | $317M | 2 |
| Impactive Champlain Fund Lp | Hedge Fund | Delaware | $204M | 2 |
| Impactive Bangor Fund Lp | Hedge Fund | Delaware | $42.5M | 14 |
| Impactive Balentine Fund Lp | Hedge Fund | Delaware | $30.7M | 9 |
| Impactive Sierra Strategic Opportunities Fund Lp | Hedge Fund | Delaware | $25.2M | 2 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Asmar, Christian, Alejandro | Managing Limited Partner | Apr 2018 (8y) | ≈ 0% – 3.75% via Impactive Capital Llc | |
| Taylor Wolfe, Lauren | Member | Apr 2018 (8y) | ≈ 0% – 3.75% via Impactive Capital Llc | |
| Garrett, James, William | Chief Compliance Officer/Chief Financial Officer | Jul 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Impactive Capital Llc | General Partner | Apr 2018 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Asmar, Christian, Alejandro: 50% – 75% of Impactive Capital Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Taylor Wolfe, Lauren: 50% – 75% of Impactive Capital Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $3.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Impactive Capital Master Fund Lp | Hedge Fund | $2.1B | $100K | 249 |
| Impactive Sierra Fund Lp | Hedge Fund | $352M | $250M | 2 |
| Impactive Zephyr Fund Lp | Hedge Fund | $317M | $0 | 2 |
| Impactive Champlain Fund Lp | Hedge Fund | $204M | $0 | 2 |
| Impactive Bangor Fund Lp | Hedge Fund | $42.5M | $0 | 14 |
| Impactive Balentine Fund Lp | Hedge Fund | $30.7M | $0 | 9 |
| Impactive Sierra Strategic Opportunities Fund Lp | Hedge Fund | $25.2M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.7 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗