Inclusive Capital Partners, L.P
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Learn more about Inclusive Capital Partners, L.P
Overview
Inclusive Capital Partners, L.P is a financial advisory firm based in San Francisco, California. The firm has $2.7 billion in total assets over 10 client accounts, placing it among the biggest firms in the country by assets under management (AUM). The company has a small team, including 10 financial advisors. Inclusive Capital Partners, L.P is not a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like equities, options and bonds.
Inclusive Capital Partners, L.P oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which transaction choices are made by a portfolio manager without needing to seek client approval. Inclusive Capital Partners, L.P manages roughly $266.5 million in assets for each account. The typical advisor at Inclusive Capital Partners, L.P manages about one client account, placing it among the most individualized advisor firms in the country.
The firm's main office is at 1170 Gorgas Avenue, San Francisco, California 94129. Inclusive Capital Partners, L.P is legally allowed to serve investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Inclusive Capital Partners, L.P by the Numbers
$2.7 billion
21
10
$266.5 million
Fee Structure
Fees charged by financial advisors vary depending on the services offered. However, fee types charged by Inclusive Capital Partners, L.P may include the following fee structures: asset-based or performance-based. Inclusive Capital Partners, L.P does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to banking institutions, pooled investment vehicles and other. Out of its 10 clients, Inclusive Capital Partners, L.P's largest client group is pooled investment vehicles. Around 63% of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Inclusive Capital Partners, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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