IMPRESA MANAGEMENT LLC

Latest filing: Mar 29, 2024 (215 days ago)

AUM

$11,771,000,000
1% change vs. 1 year ago
35% change vs. 3 years ago
29% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

69
1% change vs. 1 year ago
15% change vs. 3 years ago
77% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

BOSTON, MA
255 STATE STREET, BOSTON, MA, UNITED STATES, 02109

Client AUM

Discretion AUM
Discretionary $11.8
Non-Discretionary $0.0
Total $11.8
Client AUM
Retail $0.0
Pooled $11.8
Institutional $0.0
Total $11.8
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC $3,964.4 108281
STRATEGIC ADVISERS LLC $824.7 104555
FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC $818.8 288590
FIAM LLC $219.2 133196
FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED $24.4 148045
FMR INVESTMENT MANAGEMENT (UK) LIMITED $14.7 108273
FIL INVESTMENT ADVISORS $9.0 111103
FIL INVESTMENT ADVISORS (UK) LTD. $7.3 110970
BALLYROCK INVESTMENT ADVISORS LLC $6.5 115324
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC $3.9 301896
FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED $2.8 148239
FIDELITY DIVERSIFYING SOLUTIONS LLC $2.6 315088
FIDELITY REAL ESTATE PARTNERS VII LLC $0.0 -
FIL INVESTMENTS INTERNATIONAL $0.0 -
FIAM INSTITUTIONAL FUNDS MANAGER, LLC $0.0 -
F-PRIME CAPITAL PARTNERS LIFE SCIENCES ADVISORS FUND VIII LP $0.0 -
42 NORTH RESOURCE PARTNERS ADVISORS LP $0.0 -
FIL INVESTMENT MANAGEMENT (HONG KONG) LIMITED $0.0 -
FIL PENSIONS MANAGEMENT $0.0 -
FIL INVESTMENT MANAGEMENT (SINGAPORE) LIMITED $0.0 -
KEZAR TRADING, LLC $0.0 broker-dealer 171752
FIDELITY BUSINESS SERVICES INDIA PRIVATE LIMITED $0.0 -
FIDELITY CLEARING CANADA ULC $0.0 broker-dealer -
IMPRESA HOLDINGS LLC $0.0 -
F-PRIME CAPITAL PARTNERS TECH ADVISORS FUND II LP $0.0 -
DIGITAL BROKERAGE SERVICES LLC $0.0 broker-dealer 308213
DI CONSUMER FUND I LP $0.0 -
FINE STRUCTURE VENTURES FUND II LP $0.0 -
ALIMONT VENTURES ADVISORS V LIMITED PARTNERSHIP $0.0 -
F-PRIME CAPITAL PARTNERS HITS ADVISORS FUND III LP $0.0 -
FIDELITY INSURANCE AGENCY, INC. $0.0 -
FIDELITY INVESTMENTS LIFE INSURANCE COMPANY $0.0 -
FIDELITY REAL ESTATE PARTNERS VI LLC $0.0 -
AGILUS VENTURES ADVISORS IV LIMITED PARTNERSHIP $0.0 -
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND LP $0.0 -
FIDELITY REAL ESTATE PARTNERS V LLC $0.0 -
FIL INVESTMENTS (JAPAN) LIMITED $0.0 110938
F-PRIME CAPITAL PARTNERS TECH ADVISORS FUND LP $0.0 -
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND V LP $0.0 -
AVON VENTURE ADVISORS FUND II LP $0.0 -
F-PRIME CAPITAL PARTNERS TECH ADVISORS FUND 2021 LP $0.0 -
FIDELITY PERSONAL TRUST COMPANY, FSB $0.0 trust company -
FINE STRUCTURES VENTURES ADVISORS FUND I LP $0.0 -
FIDELITY MANAGEMENT TRUST COMPANY $0.0 trust company -
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND IV-A LP $0.0 -
FIDVEST US LLC $0.0 -
VOLCAP ADVISORS FUND I LIMITED PARTNERSHIP $0.0 -
F-PRIME CAPITAL PARTNERS LIFE SCIENCES ADVISORS FUND VI LP $0.0 -
FIDELITY BROKERAGE SERVICES LLC $0.0 broker-dealer 7784
F-PRIME CAPITAL PARTNERS LIFE SCIENCES ADVISORS FUND VII LP $0.0 -
GREEN PIER FINTECH LLC $0.0 broker-dealer 313305
F-PRIME CAPITAL PARTNERS HITS ADVISORS FUND II LP $0.0 -
FIAM INDEX FUND GP, LLC $0.0 -
EMPIRE FIDELITY INVESTMENTS LIFE INSURANCE COMPANY $0.0 -
FIL INVESTMENT SERVICES (UK) LIMITED $0.0 -
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY $0.0 trust company -
FIL LIMITED $0.0 -
42 NORTH RESOURCE PARTNERS ADVISORS II LP $0.0 -
FIDELITY DIGITAL ASSET SERVICES, LLC $0.0 trust company -
FIDELITY INVESTMENTS CANADA ULC $0.0 -
NATIONAL FINANCIAL SERVICES LLC $0.0 broker-dealer 13041
FIDELITY FUNDS MANAGER, LLC $0.0 -
AVON VENTURE ADVISORS FUND I LP $0.0 -
DI OPPORTUNITY ADVISORS FUND LP $0.0 -
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND IV LP $0.0 -
FIDELITY MANAGEMENT & RESEARCH (CANADA) ULC $0.0 -
FIDELITY PRIME FINANCING, LLC $0.0 broker-dealer 299736
FIDELITY STRATEGIC ADVISERS IRELAND, LIMITED $0.0 -
FIDELITY DISTRIBUTORS COMPANY LLC $0.0 broker-dealer 17507
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND II LP $0.0 -
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND III LP $0.0 -
F-PRIME CAPITAL PARTNERS HITS ADVISORS FUND LP $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

15 active

Name Title
JOHNSON IV, EDWARD, CROSBY DIRECTOR, SOLE TRUSTEE OF SHM E1 TRUST, SOLE TRUSTEE OF SHM E2 TRUST
REMONDI, JOHN, JOSEPH SOLE TRUSTEE OF SHM B2 TRUST
JOHNSON, ABIGAIL, PIERREPONT DIRECTOR, SOLE TRUSTEE OF SHM A1 TRUST, SOLE TRUSTEE OF SHM A2 TRUST
JOHNSON, ELIZABETH, LIVINGSTON SOLE TRUSTEE OF SHM B1 TRUST
WICK, MATTHEW, JOSEPH TREASURER, VICE PRESIDENT
GUY, DAVID, SAMUEL CHIEF COMPLIANCE OFFICER
MCGRAW, GERARD, JOHN DIRECTOR
BORDEN, MATTHEW, DAVID CHIEF FINANCIAL OFFICER
STREETER, SUZANNE, KRISTINA PRESIDENT, DIRECTOR

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $11.8 $0.0 0% 69 0 0%
2024-04-02 $11.8 $0.0 0% 69 0 0%
2023-04-04 $11.7 $0.1 1% 68 1 1%
2022-04-01 $11.6 $0.2 2% 62 7 11%
2021-04-05 $8.7 $3.0 35% 60 9 15%
2020-04-01 $9.2 $2.6 28% 50 19 38%
2019-04-01 $9.1 $2.7 29% 39 30 77%
2018-04-02 $3.0 $8.7 288% 37 32 86%
2017-04-01 $2.8 $9.0 319% 34 35 103%
2016-04-01 $2.6 $9.2 351% 30 39 130%
2015-04-01 $2.3 $9.5 419% 24 45 188%
2014-04-01 $0.0 $0.0 0% 0 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MA, CA-03/30/2020, MA-02/28/2014
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV