Inclusive Capital Partners, L.P.
- Regulatory AUM
- $591M
- Discretionary
- $591M
- Clients
- 9
- Avg AUM / client
- $65.7M
- Accounts
- 9
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $591M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Inclusive Capital Partners Spring Master Fund Ii, L.P. master | Hedge Fund | British Virgin Islands | $1.5B | 230 |
| Inclusive Capital Partners Spring Master Fund, L.P. master | Hedge Fund | British Virgin Islands | $127M | 102 |
| In Cap Ul Holdings, Llc | Private Equity Fund | Delaware | $73.5M | 4 |
| Inclusive Capital Partners Spring Master Fund B, L.P. | Hedge Fund | British Virgin Islands | $46.8M | 15 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hamel, George, Felix | Limited Partner; Managing Partner | May 2020 (6y) | 10% – 25% | |
| Siu, Chuck, Wing | Chief Financial Officer | Jul 2020 (6y) | Less than 5% | |
| Slocum, William, Joshua | Limited Partner | Jul 2020 (6y) | Less than 5% | |
| Sullivan, Anne, Therese | Chief Operating Officer | Jul 2020 (6y) | Less than 5% | |
| Ubben, Jeffrey, Williams | Limited Partner; Managing Partner; Portfolio Manager | Jul 2020 (6y) | 75% or more | |
| Pradel, Philippe, Baptiste Henri | General Counsel & Chief Compliance Officer | Jan 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Inclusive Capital Partners, L.L.C. | General Partner | May 2020 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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 (4, $1.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Inclusive Capital Partners Spring Master Fund Ii, L.P. | Hedge Fund | $1.5B | $250K | 230 |
| Inclusive Capital Partners Spring Master Fund, L.P. | Hedge Fund | $127M | $10.0M | 102 |
| In Cap Ul Holdings, Llc | Private Equity Fund | $73.5M | $10.0M | 4 |
| Inclusive Capital Partners Spring Master Fund B, L.P. | Hedge Fund | $46.8M | $1.0M | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 2.25 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
Reported custodians
- BNY Mellon $108K (0% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗