Hedge Fund Database

INCLUSIVE CAPITAL PARTNERS, L.P.

Adviser information for INCLUSIVE CAPITAL PARTNERS, L.P. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 22
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 10 $1.7B
Non-Discretionary 0 $0
Total 10 $1.7B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 1 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 9 $1.7B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 1 $108,473
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 55

Services

Advisory Services Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-118967
SEC ERA File Number 801-118967
SEC CIK Numbers 1817187
SEC CRD Numbers 309419
Legal Entity Identifier 549300OHEPC6PV25BK60

Principal Office

1170 GORGAS AVENUE
SAN FRANCISCO
CA
United States
Monday - Friday, 9 AM - 5 PM
Tel: (415) 625-8957, Fax: None

Websites

in-cap.com/ linkedin.com/company/inclusive-capital-partners/

Chief Compliance Officer

PHILIPPE BAPTISTE-HENRI PRADEL
GENERAL COUNSEL
1170 GORGAS AVENUE
SAN FRANCISCO
CA
United States
Tel: (415) 625-8957
(Full email address available in API data)

Industry Affiliates

SPRING GP I, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SPRING GP II, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
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
INCLUSIVE CAPITAL PARTNERS SPRING MASTER FUND II, L.P. Hedge Fund $1,519.2M $0.3M 230
INCLUSIVE CAPITAL PARTNERS SPRING MASTER FUND, L.P. Hedge Fund $126.9M $10.0M 102

Control Persons

Name Type Entity Title Since Ownership
INCLUSIVE CAPITAL PARTNERS, L.L.C. Domestic Entity – GENERAL PARTNER 05/2020 < 5%
HAMEL, GEORGE, FELIX Individual – LIMITED PARTNER; MANAGING PARTNER 05/2020 10-25%
HAMEL, GEORGE, FELIX Individual INCLUSIVE CAPITAL PARTNERS, L.L.C. MANAGING MEMBER 05/2020
UBBEN, JEFFREY, WILLIAMS Individual – LIMITED PARTNER; MANAGING PARTNER; PORTFOLIO MANAGER 07/2020 > 75%
SIU, CHUCK, WING Individual – CHIEF FINANCIAL OFFICER 07/2020 < 5%
SULLIVAN, ANNE, THERESE Individual – CHIEF OPERATING OFFICER 07/2020 < 5%
UBBEN, JEFFREY, WILLIAMS Individual INCLUSIVE CAPITAL PARTNERS, L.L.C. MANAGING MEMBER 07/2020 > 75%
SLOCUM, WILLIAM, JOSHUA Individual – LIMITED PARTNER 07/2020 < 5%
PRADEL, PHILIPPE, BAPTISTE-HENRI Individual – GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER 01/2021 < 5%

No. Employees, Historic

301502020202120222023202420252 on 5/26/20206 on 7/8/202010 on 8/12/202010 on 8/12/202010 on 11/12/202010 on 12/21/202010 on 1/7/202113 on 3/31/202113 on 4/1/202113 on 5/5/202113 on 5/17/202113 on 8/27/202113 on 8/30/202118 on 3/31/202218 on 7/27/202218 on 3/1/202321 on 3/31/202321 on 5/12/202321 on 7/31/202321 on 1/2/202421 on 1/2/202422 on 3/29/2024

RAUM, Historic

3B2B02020202120222023202420251257009371 on 8/12/20201257009371 on 8/12/20201257009371 on 11/12/20201257009371 on 12/21/20201257009371 on 1/7/20211281925004 on 3/31/20211281925004 on 4/1/20211288147000 on 5/5/20211288147000 on 5/17/20211288147000 on 8/27/20211288147000 on 8/30/20212055443000 on 3/31/20222055443000 on 7/27/20222055443000 on 3/1/20232664894000 on 3/31/20232664894000 on 5/12/20232664894000 on 7/31/20232664894000 on 1/2/20242664894000 on 1/2/20241728092053 on 3/29/2024

No. Clients, Historic

201002020202120222023202420250 on 5/26/20200 on 7/8/20205 on 8/12/20205 on 8/12/20205 on 11/12/20205 on 12/21/20205 on 1/7/20215 on 3/31/20215 on 4/1/20215 on 5/5/20215 on 5/17/20215 on 8/27/20215 on 8/30/20219 on 3/31/20229 on 7/27/20229 on 3/1/202311 on 3/31/202311 on 5/12/202311 on 7/31/202311 on 1/2/202411 on 1/2/202411 on 3/29/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
INGEVITY CORP COM 50M 1M –
REDDIT INC CL A 133M 2M –
STRATEGIC ED INC COM 108M 975K –